AAPL — APPLE COMPUTER INC W/RTS COM

Ownership history in M&R CAPITAL MANAGEMENT INC  ·  81 quarters on record

AI Ownership Summary

M&R CAPITAL MANAGEMENT INC reported APPLE COMPUTER INC W/RTS COM (AAPL) in 81 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 8.92% in 2023 Q4. The latest visible filing shows AAPL at 8.32% 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 M&R CAPITAL MANAGEMENT INC's position in APPLE COMPUTER INC W/RTS 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
2024 Q3

AAPL was reported at 8.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.92% 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 2024 Q3

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 M&R CAPITAL MANAGEMENT INC fund profile M&R CAPITAL MANAGEMENT INC full holdings
How M&R CAPITAL MANAGEMENT INC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 162,112 -5,839 -3.5% 8.32% $37.8M 2024-11-14 (Est.) $226.98
2024 Q2 REDUCED 167,951 -1,926 -1.1% 8.44% $35.4M 2024-07-02 $218.58
2024 Q1 REDUCED 169,877 -15,300 -8.3% 7.14% $29.1M 2024-04-02 $167.32
2023 Q4 REDUCED 185,177 -1,700 -0.9% 8.92% $35.7M 2024-01-02 $183.73
77 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

Employees Provident Fund Board 10.43% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.32% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 8.79% NEVILLE RODIE & SHAW INC 3Y 7Y 8.17% DWR WEALTH MANAGEMENT, LLC 6.96% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 6.67% McAlister, Sweet & Associates, Inc. 3Y 5.83% ADIRONDACK TRUST CO 3Y 7Y 5.52% Adelphi Trust Co 5.22% GP Brinson Investments LLC 3Y 4.84%

FAQ About M&R CAPITAL MANAGEMENT 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 M&R CAPITAL MANAGEMENT INC reported owning AAPL?

M&R CAPITAL MANAGEMENT INC reported AAPL across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported AAPL position in M&R CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for AAPL was 8.92% in 2023 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2024 Q3, when M&R CAPITAL MANAGEMENT INC reported 162,112 shares, equal to 8.32% of portfolio, with an estimated market value of $37.8M.

What does the chart on this AAPL ownership page compare?

The chart compares M&R CAPITAL MANAGEMENT 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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