AAPL Apple Computer COM

Ownership history in LEE DANNER & BASS INC  ·  64 quarters on record

AI Ownership Summary

LEE DANNER & BASS INC reported Apple Computer COM (AAPL) in 64 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.97% in 2024 Q4. The latest visible filing shows AAPL at 4.30% 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 LEE DANNER & BASS 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 4.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.97% 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 LEE DANNER & BASS 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 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 220,705 -4,527 -2.0% 4.30% $60.0M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 225,232 -7,190 -3.1% 4.17% $57.4M 2025-10-29 $269.19
2025 Q2 REDUCED 232,422 -10,191 -4.2% 3.71% $47.7M 2025-07-31 $206.94
2025 Q1 REDUCED 242,613 -7,684 -3.1% 4.36% $53.9M 2025-04-29 $210.29
2024 Q4 REDUCED 250,297 -12,547 -4.8% 4.97% $62.7M 2025-02-11 $231.61
2024 Q3 REDUCED 262,844 -4,777 -1.8% 4.31% $61.2M 2024-10-30 $228.60
2024 Q2 REDUCED 267,621 -7,600 -2.8% 4.34% $56.4M 2024-07-30 $217.12
2023 Q4 REDUCED 275,221 -33,341 -10.8% 4.54% $53.0M 2024-02-01 $184.94
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LEE DANNER & BASS 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 LEE DANNER & BASS INC reported owning AAPL?

LEE DANNER & BASS INC reported AAPL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for AAPL was 4.97% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when LEE DANNER & BASS INC reported 220,705 shares, equal to 4.30% of portfolio, with an estimated market value of $60.0M.

What does the chart on this AAPL ownership page compare?

The chart compares LEE DANNER & BASS 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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