Jeter Robert S II AAPL — APPLE INC

Ownership history in Jeter Robert S II  ·  3 quarters on record

AI Ownership Summary

Jeter Robert S II reported APPLE INC (AAPL) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 4.21% in 2026 Q3. The latest visible filing shows AAPL at 4.21% 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.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jeter Robert S II'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 Q3

AAPL was reported at 4.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.21% in 2026 Q3

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

Time in book
Holding Window
2026 Q1 to 2026 Q3

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.

AAPL stock page Jeter Robert S II fund profile Jeter Robert S II full holdings
How Jeter Robert S II 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 18,670 +6,647 +55.3% 4.21% $6.4M 2026-10-16 $343.46
2026 Q2 REDUCED — — — 12,023 -252 -2.1% 3.63% $3.8M 2026-07-14 $314.59
2026 Q1 INITIATED — — — 12,275 — — 3.59% $3.6M 2026-05-12 $294.55

🏢 Other funds also holding AAPL

As of 2026 Q3 — sorted by position size

GLP Holdings LLLP 96.19% Martin Capital Advisors, LLP 3Y 23.6% Integrated Financial Solutions, Inc. 20.52% Lotus Asset Management LLC 19.12% Dale Q Rice Investment Management Ltd 18.62% Draper Asset Management, LLC 3Y 18.47% MPS Loria Financial Planners, LLC 3Y 7Y 17.24% Millennium Capital Advisors, LLC 16.12% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 15.89% Holcombe Financial, Inc. 15.79%

FAQ About Jeter Robert S II and AAPL

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

How long has Jeter Robert S II reported owning AAPL?

Jeter Robert S II reported AAPL across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported AAPL position in Jeter Robert S II's portfolio?

The largest reported portfolio weight for AAPL was 4.21% in 2026 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q3, when Jeter Robert S II reported 18,670 shares, equal to 4.21% of portfolio, with an estimated market value of $6.4M.

What does the chart on this AAPL ownership page compare?

The chart compares Jeter Robert S II'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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