AAPL APPLE COMPUTER COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  62 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported APPLE COMPUTER COM (AAPL) in 62 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 10.62% in 2024 Q4. The latest visible filing shows AAPL at 8.79% 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 LVM CAPITAL MANAGEMENT LTD/MI'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
2026 Q1

AAPL was reported at 8.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.62% 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 LVM CAPITAL MANAGEMENT LTD/MI 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 367,294 -1,425 -0.4% 8.79% $93.2M 2026-05-15 (Est.) $261.82
2025 Q4 REDUCED 368,719 -12,485 -3.3% 9.31% $100.2M 2026-01-12 $260.01
2025 Q3 REDUCED 381,204 -6,004 -1.6% 9.33% $97.1M 2025-10-09 $253.56
2025 Q2 REDUCED 387,208 -3,705 -0.9% 8.24% $79.4M 2025-07-02 $211.80
2025 Q1 REDUCED 390,913 -3,569 -0.9% 9.67% $86.8M 2025-04-08 $171.67
2024 Q4 REDUCED 394,482 -10,025 -2.5% 10.62% $98.8M 2025-01-10 $235.56
2024 Q3 UNCHANGED 404,507 0% 9.69% $85.2M 2024-10-03 $224.20
2024 Q2 REDUCED 404,507 -8,639 -2.1% 9.69% $85.2M 2024-07-16 $233.02
2024 Q1 REDUCED 413,146 -757 -0.2% 8.37% $70.8M 2024-04-15 $171.13
2023 Q4 ADDED 413,903 +1,769 +0.4% 10.20% $79.7M 2024-01-12 $184.01
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and AAPL

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning AAPL?

LVM CAPITAL MANAGEMENT LTD/MI reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for AAPL was 10.62% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 367,294 shares, equal to 8.79% of portfolio, with an estimated market value of $93.2M.

What does the chart on this AAPL ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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