AAPL β€” APPLE INC

Ownership history in M.E. ALLISON & CO., INC.  Β·  6 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported APPLE INC (AAPL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.05% in 2025 Q4. The latest visible filing shows AAPL at 2.77% 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.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M.E. ALLISON & CO., 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 2.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 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 M.E. ALLISON & CO., INC. held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 16,457 -43 -0.3% 2.77% $4.2M 2026-04-08 $258.90
2025 Q4 REDUCED 16,500 -92 -0.6% 3.05% $4.5M 2026-01-12 $260.01
2025 Q3 ADDED 16,592 +8,466 +104.2% 2.94% $4.2M 2025-10-08 $257.57
2025 Q2 REDUCED 8,126 -5 -0.1% 1.34% $1.7M 2025-07-25 $213.23
2025 Q1 ADDED 8,131 +304 +3.9% 1.79% $1.8M 2025-04-17 $196.13
2024 Q4 INITIATED 7,827 β€” β€” 2.16% $2.0M 2025-01-16 $227.02

FAQ About M.E. ALLISON & 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 M.E. ALLISON & CO., INC. reported owning AAPL?

M.E. ALLISON & CO., INC. reported AAPL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AAPL position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for AAPL was 3.05% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when M.E. ALLISON & CO., INC. reported 16,457 shares, equal to 2.77% of portfolio, with an estimated market value of $4.2M.

What does the chart on this AAPL ownership page compare?

The chart compares M.E. ALLISON & 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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