AAPL APPLE COMPUTER COM

Ownership history in MIDDLETON & CO INC/MA  ·  69 quarters on record

AI Ownership Summary

MIDDLETON & CO INC/MA reported APPLE COMPUTER COM (AAPL) in 69 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.19% in 2024 Q4. The latest visible filing shows AAPL at 6.56% 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 MIDDLETON & CO INC/MA'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 6.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.19% 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 MIDDLETON & CO INC/MA 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 227,411 -4,538 -2.0% 6.56% $61.8M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 231,949 -3,389 -1.4% 6.38% $59.1M 2025-10-29 $269.19
2025 Q2 REDUCED 235,338 -16,433 -6.5% 5.42% $48.3M 2025-08-06 $212.60
2025 Q1 REDUCED 251,771 -8,260 -3.2% 6.53% $55.9M 2025-05-09 $197.67
2024 Q4 REDUCED 260,031 -192 -0.1% 7.19% $65.1M 2025-02-05 $231.21
2024 Q3 REDUCED 260,223 -5,271 -2.0% 6.70% $60.6M 2024-10-23 $229.25
2024 Q2 REDUCED 265,494 -8,250 -3.0% 6.50% $55.9M 2024-08-12 $216.11
2024 Q1 REDUCED 273,744 -5,152 -1.8% 5.41% $46.9M 2024-05-14 $185.99
2023 Q4 REDUCED 278,896 -3,527 -1.2% 6.70% $53.7M 2024-02-13 $183.37
60 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MIDDLETON & CO INC/MA and AAPL

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

How long has MIDDLETON & CO INC/MA reported owning AAPL?

MIDDLETON & CO INC/MA reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in MIDDLETON & CO INC/MA's portfolio?

The largest reported portfolio weight for AAPL was 7.19% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when MIDDLETON & CO INC/MA reported 227,411 shares, equal to 6.56% of portfolio, with an estimated market value of $61.8M.

What does the chart on this AAPL ownership page compare?

The chart compares MIDDLETON & CO INC/MA'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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