AAPL — APPLE INC

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  14 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported APPLE INC (AAPL) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.44% in 2023 Q4. The latest visible filing shows AAPL at 1.08% 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 Koesten, Hirschmann & Crabtree, 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 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2023 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.

AAPL stock page Koesten, Hirschmann & Crabtree, INC. fund profile Koesten, Hirschmann & Crabtree, INC. full holdings
How Koesten, Hirschmann & Crabtree, 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,733 -384 -4.2% 1.08% $2.2M 2026-04-15 $266.43
2025 Q4 REDUCED 9,117 -151 -1.6% 1.22% $2.5M 2026-02-09 $274.62
2025 Q3 REDUCED 9,268 -104 -1.1% 1.13% $2.4M 2025-11-05 $269.63
2025 Q2 ADDED 9,372 +283 +3.1% 0.99% $1.9M 2025-08-15 $231.15
2025 Q1 REDUCED 9,089 -459 -4.8% 1.16% $2.0M 2025-04-23 $203.71
2024 Q4 REDUCED 9,548 -361 -3.6% 1.37% $2.4M 2025-02-14 $243.54
2024 Q3 REDUCED 9,909 -1,065 -9.7% 1.34% $2.3M 2024-11-04 $220.56
2024 Q2 UNCHANGED 10,974 — 0% 1.21% $1.9M 2024-09-09 $219.47
2024 Q1 ADDED 10,974 +206 +1.9% 1.21% $1.9M 2024-05-22 $189.43
2023 Q4 REDUCED 10,768 -276 -2.5% 1.44% $2.1M 2024-02-14 $182.49
4 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

GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% INDEPENDENT INVESTORS INC 3Y 7Y 54.48% Hoffman, Alan N Investment Management 3Y 51.82% Performance Wealth Partners, LLC 3Y 28.9% Putney Financial Group LLC 21.56% Integrated Financial Solutions, Inc. 21.12% SANDER CAPITAL ADVISORS INC 3Y 7Y 16.71% TradeWell Securities, LLC. 16.5% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 15.81%

FAQ About Koesten, Hirschmann & Crabtree, 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 Koesten, Hirschmann & Crabtree, INC. reported owning AAPL?

Koesten, Hirschmann & Crabtree, INC. reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for AAPL was 1.44% in 2023 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when Koesten, Hirschmann & Crabtree, INC. reported 8,733 shares, equal to 1.08% of portfolio, with an estimated market value of $2.2M.

What does the chart on this AAPL ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, 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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