AAPL APPLE COMPUTER COM

Ownership history in HOWE & RUSLING INC  ·  73 quarters on record

AI Ownership Summary

HOWE & RUSLING INC reported APPLE COMPUTER COM (AAPL) in 73 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.37% in 2024 Q4. The latest visible filing shows AAPL at 3.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOWE & RUSLING INC's position in APPLE COMPUTER COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AAPL was reported at 3.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.37% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HOWE & RUSLING INC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 12 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 167,506 +167,306 +83653.0% 3.01% $45.5M 2026-02-14 (Est.) $255.78
2025 Q4 REDUCED 200 -156,755 -99.9% 0.00% $54K 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 156,955 +156,755 +78377.5% 2.74% $40.0M 2025-11-05 $269.63
2025 Q3 REDUCED 200 -154,687 -99.9% 0.00% $51K 2025-11-05 $269.63
2025 Q2 ADDED 154,887 +132 +0.1% 2.35% $31.8M 2025-08-12 $229.21
2025 Q1 REDUCED 154,755 -1,387 -0.9% 2.89% $34.4M 2025-06-17 $195.05
2024 Q4 ADDED 156,142 +811 +0.5% 3.37% $39.1M 2025-02-12 $235.84
2024 Q3 ADDED 155,331 +3,236 +2.1% 3.11% $36.2M 2024-11-08 $225.73
2024 Q2 ADDED 152,095 +4,556 +3.1% 2.92% $32.0M 2024-08-14 $220.27
2024 Q1 ADDED 147,539 +2,193 +1.5% 2.42% $25.3M 2024-05-15 $188.26
2023 Q4 ADDED 145,346 +544 +0.4% 2.97% $28.0M 2024-02-06 $187.35
2023 Q3 REDUCED 144,802 -11,488 -7.4% 2.93% $24.8M 2023-11-09 $180.30
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HOWE & RUSLING INC and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has HOWE & RUSLING INC reported owning AAPL?

HOWE & RUSLING INC reported AAPL across 12 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AAPL position in HOWE & RUSLING INC's portfolio?

The largest reported portfolio weight for AAPL was 3.37% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when HOWE & RUSLING INC reported 167,506 shares, equal to 3.01% of portfolio, with an estimated market value of $45.5M.

What does the chart on this AAPL ownership page compare?

The chart compares HOWE & RUSLING INC's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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