AAPL APPLE INC

Ownership history in Notis-McConarty Edward  ·  48 quarters on record

AI Ownership Summary

Notis-McConarty Edward reported APPLE INC (AAPL) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.86% in 2024 Q4. The latest visible filing shows AAPL at 5.55% 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 Notis-McConarty Edward'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 5.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.86% 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 Notis-McConarty Edward 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 44,040 -715 -1.6% 5.55% $12.0M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 44,755 -45 -0.1% 5.30% $11.4M 2025-11-10 $269.18
2025 Q2 REDUCED 44,800 -225 -0.5% 4.48% $9.2M 2025-07-23 $213.50
2025 Q1 REDUCED 45,025 -3,290 -6.8% 5.14% $10.0M 2025-05-06 $197.65
2024 Q4 REDUCED 48,315 -2,314 -4.6% 5.86% $12.1M 2025-02-13 $240.48
2024 Q3 REDUCED 50,629 -13,893 -21.5% 5.34% $11.8M 2024-11-12 $223.01
2024 Q2 REDUCED 64,522 -788 -1.2% 5.34% $13.6M 2024-08-12 $216.11
2024 Q1 REDUCED 65,310 -5,261 -7.5% 4.43% $11.2M 2024-04-29 $171.94
2023 Q4 REDUCED 70,571 -3,777 -5.1% 5.42% $13.6M 2024-02-14 $182.49
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Notis-McConarty Edward and AAPL

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

How long has Notis-McConarty Edward reported owning AAPL?

Notis-McConarty Edward reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Notis-McConarty Edward's portfolio?

The largest reported portfolio weight for AAPL was 5.86% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Notis-McConarty Edward reported 44,040 shares, equal to 5.55% of portfolio, with an estimated market value of $12.0M.

What does the chart on this AAPL ownership page compare?

The chart compares Notis-McConarty Edward'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.

← Back to Notis-McConarty Edward Holdings