AAPL APPLE COMPUTER COM

Ownership history in JLB & ASSOCIATES INC  ·  64 quarters on record

AI Ownership Summary

JLB & ASSOCIATES INC reported APPLE COMPUTER COM (AAPL) in 64 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.72% in 2024 Q4. The latest visible filing shows AAPL at 5.30% 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 JLB & ASSOCIATES 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 5.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.72% 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 Q4 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 JLB & ASSOCIATES INC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 144,564 -2,245 -1.5% 5.30% $39.3M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 146,809 -561 -0.4% 4.92% $37.4M 2025-10-30 $270.88
2025 Q2 REDUCED 147,370 -17,458 -10.6% 4.22% $30.2M 2025-07-17 $209.38
2025 Q1 REDUCED 164,828 -3,425 -2.0% 5.11% $36.6M 2025-04-17 $196.13
2024 Q4 REDUCED 168,253 -4,429 -2.6% 5.72% $42.1M 2025-02-03 $226.77
2024 Q3 REDUCED 172,682 -4,001 -2.3% 5.18% $40.2M 2024-10-02 $225.30
2024 Q2 REDUCED 176,683 -2,231 -1.2% 5.02% $37.2M 2024-07-18 $222.46
2024 Q1 REDUCED 178,914 -4,138 -2.3% 4.08% $30.7M 2024-04-30 $168.79
2023 Q4 REDUCED 183,052 -3,655 -2.0% 5.07% $35.2M 2024-01-22 $191.90
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JLB & ASSOCIATES 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 JLB & ASSOCIATES INC reported owning AAPL?

JLB & ASSOCIATES INC reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in JLB & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for AAPL was 5.72% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when JLB & ASSOCIATES INC reported 144,564 shares, equal to 5.30% of portfolio, with an estimated market value of $39.3M.

What does the chart on this AAPL ownership page compare?

The chart compares JLB & ASSOCIATES 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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