INTEGRAL INVESTMENT ADVISORS, INC. AAPL APPLE INC

Ownership history in INTEGRAL INVESTMENT ADVISORS, INC.  ·  18 quarters on record

AI Ownership Summary

INTEGRAL INVESTMENT ADVISORS, INC. reported APPLE INC (AAPL) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.28% in 2026 Q1. The latest visible filing shows AAPL at 3.28% 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 INTEGRAL INVESTMENT ADVISORS, INC.'s position in APPLE INC, 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
2026 Q1

AAPL was reported at 3.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.28% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 INTEGRAL INVESTMENT ADVISORS, INC. held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 51,999 +4,593 +9.7% 3.28% $13.2M 2026-04-28 $270.46
2025 Q4 ADDED 47,406 +2,702 +6.0% 3.20% $12.9M 2026-02-06 $277.60
2025 Q3 ADDED 44,704 +1,490 +3.4% 3.07% $11.4M 2025-10-23 $258.85
2025 Q2 ADDED 43,214 +1,452 +3.5% 2.53% $8.9M 2025-08-01 $201.58
2025 Q1 ADDED 41,762 +1,814 +4.5% 2.96% $9.3M 2025-04-15 $201.08
2024 Q4 ADDED 39,948 +489 +1.2% 3.24% $10.0M 2025-02-04 $231.32
2024 Q3 REDUCED 39,459 -366 -0.9% 3.08% $9.2M 2024-11-14 $226.77
2024 Q2 ADDED 39,825 +181 +0.5% 3.14% $8.5M 2024-07-30 $216.92
2024 Q1 ADDED 39,644 +26,606 +204.1% 2.84% $6.9M 2024-05-02 $171.31
2023 Q4 REDUCED 10.9% -11.6% 13,038 -1,598 -10.9% 1.60% $2.5M 2024-01-31 $182.34
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About INTEGRAL INVESTMENT ADVISORS, 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 INTEGRAL INVESTMENT ADVISORS, INC. reported owning AAPL?

INTEGRAL INVESTMENT ADVISORS, INC. reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in INTEGRAL INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for AAPL was 3.28% in 2026 Q1.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when INTEGRAL INVESTMENT ADVISORS, INC. reported 51,999 shares, equal to 3.28% of portfolio, with an estimated market value of $13.2M.

What does the chart on this AAPL ownership page compare?

The chart compares INTEGRAL INVESTMENT ADVISORS, 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.

How well did INTEGRAL INVESTMENT ADVISORS, INC. time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, INTEGRAL INVESTMENT ADVISORS, INC. correctly timed 12 out of 17 reported position changes (71%). The annualised alpha on AAPL relative to SPY over the holding period was -1.2%.

← Back to INTEGRAL INVESTMENT ADVISORS, INC. Holdings