AAPL — APPLE INC

Ownership history in Keudell/Morrison Wealth Management  ·  26 quarters on record

AI Ownership Summary

Keudell/Morrison Wealth Management reported APPLE INC (AAPL) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.59% in 2024 Q4. The latest visible filing shows AAPL at 3.75% 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 Keudell/Morrison Wealth Management'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
2025 Q4

AAPL was reported at 3.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.59% 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.

AAPL stock page Keudell/Morrison Wealth Management fund profile Keudell/Morrison Wealth Management full holdings
How Keudell/Morrison Wealth Management held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 65,575 -1,122 -1.7% 3.75% $17.8M 2026-02-14 (Est.) $255.78
2025 Q2 REDUCED 66,697 -2,990 -4.3% 3.04% $13.7M 2025-07-22 $213.75
2025 Q1 REDUCED 69,687 -696 -1.0% 3.65% $15.5M 2025-04-23 $203.71
2024 Q4 ADDED 70,383 +36 +0.1% 4.59% $17.6M 2025-01-23 $222.44
2024 Q3 ADDED 70,347 +2,725 +4.0% 4.45% $16.4M 2024-10-31 $224.44
2024 Q2 REDUCED 67,622 -67 -0.1% 4.17% $14.2M 2024-07-16 $233.02
2024 Q1 REDUCED 67,689 -628 -0.9% 3.51% $11.6M 2024-05-07 $180.75
2023 Q4 REDUCED 68,317 -581 -0.8% 4.34% $13.2M 2024-02-14 $182.49
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

Employees Provident Fund Board 10.43% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.32% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 8.79% NEVILLE RODIE & SHAW INC 3Y 7Y 8.17% DWR WEALTH MANAGEMENT, LLC 6.96% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 6.67% McAlister, Sweet & Associates, Inc. 3Y 5.83% ADIRONDACK TRUST CO 3Y 7Y 5.52% Adelphi Trust Co 5.22% GP Brinson Investments LLC 3Y 4.84%

FAQ About Keudell/Morrison Wealth Management and AAPL

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

How long has Keudell/Morrison Wealth Management reported owning AAPL?

Keudell/Morrison Wealth Management reported AAPL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Keudell/Morrison Wealth Management's portfolio?

The largest reported portfolio weight for AAPL was 4.59% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Keudell/Morrison Wealth Management reported 65,575 shares, equal to 3.75% of portfolio, with an estimated market value of $17.8M.

What does the chart on this AAPL ownership page compare?

The chart compares Keudell/Morrison Wealth Management'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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