AAPL APPLE INC

Ownership history in Moors & Cabot, Inc.  ·  55 quarters on record

AI Ownership Summary

Moors & Cabot, Inc. reported APPLE INC (AAPL) in 55 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.47% in 2023 Q4. The latest visible filing shows AAPL at 5.04% 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 Moors & Cabot, 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
2025 Q4

AAPL was reported at 5.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.47% in 2023 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 Moors & Cabot, Inc. held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 12 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 433,275 -3,957 -0.9% 5.04% $117.8M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 437,232 +435,232 +21761.6% 4.86% $111.3M 2025-11-14 $272.16
2025 Q3 REDUCED 2,000 -438,698 -99.5% 0.00% $4K 2025-11-14 $272.16
2025 Q2 ADDED 440,698 +438,698 +21934.9% 4.20% $90.4M 2025-08-06 $212.60
2025 Q2 REDUCED 2,000 -441,612 -99.5% 0.00% $8K 2025-08-06 $212.60
2025 Q1 REDUCED 443,612 -15,186 -3.3% 5.00% $98.5M 2025-05-08 $196.63
2024 Q4 ADDED 458,798 +24,852 +5.7% 5.46% $114.9M 2025-02-07 $226.39
2024 Q3 ADDED 433,946 +2,165 +0.5% 5.02% $101.1M 2024-11-08 $225.73
2024 Q2 REDUCED 431,781 -4,078 -0.9% 4.84% $90.9M 2024-08-09 $214.58
2024 Q1 ADDED 435,859 +435,559 +145186.3% 4.05% $74.7M 2024-05-08 $181.09
2024 Q1 REDUCED 300 -455,667 -99.9% 0.00% $2K 2024-05-08 $181.09
2023 Q4 REDUCED 455,967 -452 -0.1% 5.47% $87.8M 2024-02-14 $182.49
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Moors & Cabot, 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 Moors & Cabot, Inc. reported owning AAPL?

Moors & Cabot, Inc. reported AAPL across 12 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Moors & Cabot, Inc.'s portfolio?

The largest reported portfolio weight for AAPL was 5.47% in 2023 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Moors & Cabot, Inc. reported 433,275 shares, equal to 5.04% of portfolio, with an estimated market value of $117.8M.

What does the chart on this AAPL ownership page compare?

The chart compares Moors & Cabot, 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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