MOGY JOEL R INVESTMENT COUNSEL INC AAPL — APPLE COMPUTER INC COM

Ownership history in MOGY JOEL R INVESTMENT COUNSEL INC  ·  85 quarters on record

AI Ownership Summary

MOGY JOEL R INVESTMENT COUNSEL INC reported APPLE COMPUTER INC COM (AAPL) in 85 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 9.79% in 2026 Q2. The latest visible filing shows AAPL at 9.79% 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 MOGY JOEL R INVESTMENT COUNSEL INC's position in APPLE COMPUTER INC 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 Q2

AAPL was reported at 9.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.79% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

AAPL stock page MOGY JOEL R INVESTMENT COUNSEL INC fund profile MOGY JOEL R INVESTMENT COUNSEL INC full holdings
How MOGY JOEL R INVESTMENT COUNSEL INC 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 590,640 -2,005 -0.3% 9.79% $170.9M 2026-07-14 $314.86
2026 Q1 REDUCED — — — 592,645 -10,900 -1.8% 9.42% $150.4M 2026-04-15 $266.18
2025 Q4 REDUCED — — — 603,545 -7,088 -1.2% 8.90% $164.1M 2026-01-30 $259.00
2025 Q3 REDUCED — — — 610,633 -4,255 -0.7% 8.52% $155.5M 2025-10-16 $246.75
2025 Q2 REDUCED — — — 614,888 -3,799 -0.6% 7.28% $126.2M 2025-07-10 $211.57
2025 Q1 REDUCED — — — 618,687 -14,189 -2.2% 8.85% $137.4M 2025-04-16 $193.25
2024 Q4 REDUCED — — — 632,876 -4,813 -0.8% 9.42% $158.5M 2025-01-17 $228.52
2024 Q3 REDUCED — — — 637,689 -4,567 -0.7% 9.10% $148.6M 2024-10-18 $233.25
2024 Q2 ADDED — — — 642,256 +4,368 +0.7% 8.57% $135.3M 2024-07-15 $232.39
2024 Q1 REDUCED — — — 637,888 -15,669 -2.4% 7.44% $109.4M 2024-04-30 $168.64
75 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q2 — sorted by position size

GLP Holdings LLLP 95.54% RJA Asset Management LLC 3Y 88.38% INDEPENDENT INVESTORS INC 3Y 7Y 56.81% Hoffman, Alan N Investment Management 3Y 52.57% Mullaney, Keating & Wright, Inc. 30.13% Fenelon Opportunity Fund Inc. 24.87% Harold Davidson & Associates Inc. 23.58% Putney Financial Group LLC 21.6% Martin Capital Advisors, LLP 3Y 20.76% FISHMAN JAY A LTD/MI 3Y 7Y 20.32%

FAQ About MOGY JOEL R INVESTMENT COUNSEL 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 MOGY JOEL R INVESTMENT COUNSEL INC reported owning AAPL?

MOGY JOEL R INVESTMENT COUNSEL INC reported AAPL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AAPL position in MOGY JOEL R INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for AAPL was 9.79% in 2026 Q2.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q2, when MOGY JOEL R INVESTMENT COUNSEL INC reported 590,640 shares, equal to 9.79% of portfolio, with an estimated market value of $170.9M.

What does the chart on this AAPL ownership page compare?

The chart compares MOGY JOEL R INVESTMENT COUNSEL 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.

How well did MOGY JOEL R INVESTMENT COUNSEL INC time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, MOGY JOEL R INVESTMENT COUNSEL INC correctly timed 44 out of 84 reported position changes (52%). The annualised alpha on AAPL relative to SPY over the holding period was +15.6%.

← Back to MOGY JOEL R INVESTMENT COUNSEL INC Holdings