AAPL β€” APPLE COMPUTER INC COM

Ownership history in NatWest Group plc  Β·  83 quarters on record

This page tracks every 13F SEC filing in which NatWest Group plc reported a position in APPLE COMPUTER INC COM (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
10.69% (2024 Q4)
πŸ“Š Avg. % of fund
3.19%
πŸ“… First filed
2001 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
83

Position Intelligence

NatWest Group plc Γ— AAPL AI Analytics

πŸ“ˆ NatWest Group plc outperformed the S&P 500 by +35.0% annually on this AAPL position. Timing score: 44% (36/81 decisions correct). Average cost basis: $15.73. Maximum drawdown during holding period: –56.9%.

πŸ“ˆ Position Alpha vs SPY
+35.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 35.0% per year on this position.
81 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
36 of 81 add/trim decisions correct

πŸ’° Entry Quality
$15.73
+1626.7% vs current ($271.61)

Best entry: $0.32 (2003 Q4)  Β·  Worst: $271.61 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–56.9%
max drawdown while held

πŸ’ͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
42%
buy-side decisions

35 adds Β· 48 trims. Bought during 10 of 23 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 8.44% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AAPL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 133,404 +31,687 +31.2% 8.44% $36.3M $271.61
2025 Q3 REDUCED 101,717 -47,086 -31.6% 6.40% $25.9M $254.15
2025 Q1 ADDED 148,803 +4,512 +3.1% 9.74% $33.1M $221.17
2024 Q4 REDUCED 144,291 -3,541 -2.4% 10.69% $36.1M $249.06
2024 Q3 ADDED 147,832 +63,377 +75.0% 10.18% $34.4M $231.48
2024 Q2 REDUCED 84,455 -4,666 -5.2% 6.08% $17.8M $209.00
2024 Q1 ADDED 89,121 +7,184 +8.8% 5.89% $15.3M $169.93
2023 Q4 REDUCED 81,937 -12,974 -13.7% 6.59% $15.8M $190.55
2023 Q3 ADDED 94,911 +3,362 +3.7% 8.47% $16.2M $169.23
2023 Q2 REDUCED 91,549 -5,726 -5.9% 9.23% $17.8M $191.46
73 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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