AAPL β€” APPLE INC

Ownership history in Midway Capital Research & Management  Β·  2 quarters on record

AI Ownership Summary

Midway Capital Research & Management reported APPLE INC (AAPL) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 6.3% in 2025 Q4. The latest visible filing shows AAPL at 6.24% 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 Midway Capital Research & Management'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 6.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.3% 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
2025 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 Midway Capital Research & Management held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 26,086 +2,290 +9.6% 6.24% $6.6M 2026-04-13 $259.20
2025 Q4 INITIATED 23,796 β€” β€” 6.30% $6.5M 2026-03-03 $263.75

FAQ About Midway Capital Research & Management and AAPL

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

How long has Midway Capital Research & Management reported owning AAPL?

Midway Capital Research & Management reported AAPL across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported AAPL position in Midway Capital Research & Management's portfolio?

The largest reported portfolio weight for AAPL was 6.30% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when Midway Capital Research & Management reported 26,086 shares, equal to 6.24% of portfolio, with an estimated market value of $6.6M.

What does the chart on this AAPL ownership page compare?

The chart compares Midway Capital Research & Management'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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