AAPL Apple Computer COM

Ownership history in MOUNT VERNON ASSOCIATES INC /MD/  ·  97 quarters on record

AI Ownership Summary

MOUNT VERNON ASSOCIATES INC /MD/ reported Apple Computer COM (AAPL) in 97 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.31% in 2024 Q4. The latest visible filing shows AAPL at 10.94% 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 MOUNT VERNON ASSOCIATES INC /MD/'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 10.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.31% 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 MOUNT VERNON ASSOCIATES INC /MD/ 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 59,809 -880 -1.5% 10.94% $16.3M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 60,689 -868 -1.4% 10.79% $15.5M 2025-10-24 $262.32
2025 Q2 REDUCED 61,557 -1,080 -1.7% 9.12% $12.6M 2025-07-22 $213.75
2025 Q1 REDUCED 62,637 -405 -0.6% 11.35% $13.9M 2025-04-23 $203.71
2024 Q4 REDUCED 63,042 -320 -0.5% 12.31% $15.8M 2025-01-14 $232.01
2024 Q3 ADDED 63,362 +735 +1.2% 11.71% $14.8M 2024-10-15 $232.32
2024 Q2 REDUCED 62,627 -1,660 -2.6% 11.69% $13.2M 2024-07-19 $222.59
2024 Q1 REDUCED 64,287 -500 -0.8% 9.35% $11.0M 2024-04-22 $164.34
2023 Q4 REDUCED 64,787 -1,225 -1.9% 12.23% $12.5M 2024-01-26 $190.44
88 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MOUNT VERNON ASSOCIATES INC /MD/ and AAPL

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

How long has MOUNT VERNON ASSOCIATES INC /MD/ reported owning AAPL?

MOUNT VERNON ASSOCIATES INC /MD/ reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in MOUNT VERNON ASSOCIATES INC /MD/'s portfolio?

The largest reported portfolio weight for AAPL was 12.31% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when MOUNT VERNON ASSOCIATES INC /MD/ reported 59,809 shares, equal to 10.94% of portfolio, with an estimated market value of $16.3M.

What does the chart on this AAPL ownership page compare?

The chart compares MOUNT VERNON ASSOCIATES INC /MD/'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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