AAPL APPLE INC

Ownership history in L. Roy Papp & Associates, LLP  ·  72 quarters on record

AI Ownership Summary

L. Roy Papp & Associates, LLP reported APPLE INC (AAPL) in 72 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 7.39% in 2024 Q4. The latest visible filing shows AAPL at 6.65% 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 L. Roy Papp & Associates, LLP'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 6.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.39% 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 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 L. Roy Papp & Associates, LLP 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 227,124 -6,819 -2.9% 6.65% $57.6M 2026-04-14 $258.83
2025 Q4 REDUCED 233,943 -4,205 -1.8% 7.03% $63.6M 2026-01-28 $256.20
2025 Q3 REDUCED 238,148 -2,729 -1.1% 6.82% $60.6M 2025-10-09 $253.56
2025 Q2 REDUCED 240,877 -1,651 -0.7% 5.87% $49.4M 2025-07-24 $213.11
2025 Q1 REDUCED 242,528 -10,153 -4.0% 6.61% $53.9M 2025-04-10 $189.59
2024 Q4 REDUCED 252,681 -2,887 -1.1% 7.39% $63.3M 2025-01-29 $238.06
2024 Q3 REDUCED 255,568 -11,314 -4.2% 7.21% $59.5M 2024-10-24 $229.07
2024 Q2 REDUCED 266,882 -11,664 -4.2% 6.81% $56.2M 2024-07-24 $216.86
2024 Q1 REDUCED 278,546 -6,298 -2.2% 5.69% $47.8M 2024-04-15 $171.13
2023 Q4 REDUCED 284,844 -1,249 -0.4% 6.81% $54.8M 2024-01-19 $189.59
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About L. Roy Papp & Associates, LLP and AAPL

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

How long has L. Roy Papp & Associates, LLP reported owning AAPL?

L. Roy Papp & Associates, LLP reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in L. Roy Papp & Associates, LLP's portfolio?

The largest reported portfolio weight for AAPL was 7.39% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when L. Roy Papp & Associates, LLP reported 227,124 shares, equal to 6.65% of portfolio, with an estimated market value of $57.6M.

What does the chart on this AAPL ownership page compare?

The chart compares L. Roy Papp & Associates, LLP'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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