AAPL APPLE INC COM COM

Ownership history in LOWE BROCKENBROUGH & CO INC  ·  64 quarters on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported APPLE INC COM COM (AAPL) in 64 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.84% in 2024 Q4. The latest visible filing shows AAPL at 3.71% 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 LOWE BROCKENBROUGH & CO INC's position in APPLE INC COM 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 3.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.84% 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 LOWE BROCKENBROUGH & CO INC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 276,982 -2,009 -0.7% 3.71% $75.3M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 278,991 -2,434 -0.9% 3.65% $71.0M 2025-11-05 $269.63
2025 Q2 REDUCED 281,425 -2,933 -1.0% 3.25% $57.7M 2025-08-11 $226.75
2025 Q1 REDUCED 284,358 -17,272 -5.7% 4.16% $63.2M 2025-05-13 $212.28
2024 Q4 REDUCED 301,630 -3,147 -1.0% 4.84% $75.5M 2025-02-11 $231.61
2024 Q3 REDUCED 304,777 -16,323 -5.1% 4.53% $71.0M 2024-10-28 $231.88
2024 Q2 REDUCED 321,100 -4,899 -1.5% 4.50% $67.6M 2024-08-12 $216.11
2024 Q1 ADDED 325,999 +14,877 +4.8% 3.78% $55.9M 2024-05-15 $188.26
2023 Q4 REDUCED 311,122 -27,405 -8.1% 4.64% $59.9M 2024-02-14 $182.49
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LOWE BROCKENBROUGH & CO 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 LOWE BROCKENBROUGH & CO INC reported owning AAPL?

LOWE BROCKENBROUGH & CO INC reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for AAPL was 4.84% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when LOWE BROCKENBROUGH & CO INC reported 276,982 shares, equal to 3.71% of portfolio, with an estimated market value of $75.3M.

What does the chart on this AAPL ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO 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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