Kidder Stephen W AAPL APPLE INC Common Stock

Ownership history in Kidder Stephen W  ·  58 quarters on record

AI Ownership Summary

Kidder Stephen W reported APPLE INC Common Stock (AAPL) in 58 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 10.58% in 2025 Q4. The latest visible filing shows AAPL at 10.26% 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 Kidder Stephen W's position in APPLE INC Common Stock, 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 10.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.58% in 2025 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 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 Kidder Stephen W 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 REDUCED 137,468 -567 -0.4% 10.26% $34.9M 2026-05-11 $293.32
2025 Q4 REDUCED 138,035 -628 -0.5% 10.58% $37.5M 2026-02-17 $263.88
2025 Q3 REDUCED 138,663 -402 -0.3% 10.12% $35.3M 2025-11-10 $269.18
2025 Q2 ADDED 139,065 +751 +0.5% 8.58% $28.5M 2025-07-23 $213.50
2025 Q1 REDUCED 138,314 -1,127 -0.8% 9.58% $30.7M 2025-05-06 $197.65
2024 Q4 REDUCED 139,441 -533 -0.4% 10.51% $34.9M 2025-02-13 $240.48
2024 Q3 REDUCED 139,974 -1,123 -0.8% 9.63% $32.6M 2024-11-12 $223.01
2024 Q2 ADDED 141,097 +135 +0.1% 9.29% $29.7M 2024-08-12 $216.11
2024 Q1 REDUCED 140,962 -4,770 -3.3% 7.71% $24.2M 2024-05-14 $185.99
2023 Q4 REDUCED 145,732 -1,735 -1.2% 9.04% $28.1M 2024-02-14 $182.49
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kidder Stephen W and AAPL

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

How long has Kidder Stephen W reported owning AAPL?

Kidder Stephen W reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in Kidder Stephen W's portfolio?

The largest reported portfolio weight for AAPL was 10.58% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when Kidder Stephen W reported 137,468 shares, equal to 10.26% of portfolio, with an estimated market value of $34.9M.

What does the chart on this AAPL ownership page compare?

The chart compares Kidder Stephen W'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 Kidder Stephen W time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, Kidder Stephen W correctly timed 31 out of 57 reported position changes (54%). The annualised alpha on AAPL relative to SPY over the holding period was +12.5%.

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