OMC Financial Services LTD AAPL — APPLE INC

Ownership history in OMC Financial Services LTD  ·  9 quarters on record

AI Ownership Summary

OMC Financial Services LTD reported APPLE INC (AAPL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 14.68% in 2024 Q4. The latest visible filing shows AAPL at 10.51% 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.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OMC Financial Services LTD'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
2026 Q1

AAPL was reported at 10.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.68% 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
2024 Q1 to 2026 Q1

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 OMC Financial Services LTD fund profile OMC Financial Services LTD full holdings
How OMC Financial Services LTD held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 106,872 -8,141 -7.1% 10.51% $27.1M 2026-04-30 $271.10
2025 Q4 REDUCED — — — 115,013 -5,780 -4.8% 11.65% $31.3M 2026-01-06 $261.87
2025 Q3 REDUCED — — — 120,793 -1,145 -0.9% 11.41% $30.8M 2025-10-21 $262.03
2025 Q2 REDUCED — — — 121,938 -5,866 -4.6% 10.22% $25.0M 2025-07-30 $208.22
2025 Q1 REDUCED 7.3% -7.5% ✅ 127,804 -10,037 -7.3% 12.74% $28.4M 2025-04-30 $211.38
2024 Q4 REDUCED — — — 137,841 -6,474 -4.5% 14.68% $34.5M 2025-01-28 $236.75
2024 Q3 UNCHANGED — — — 144,315 — 0% 14.37% $30.4M 2024-10-28 $231.66
2024 Q2 REDUCED — — — 144,315 -5,863 -3.9% 14.32% $30.4M 2024-07-29 $216.37
2024 Q1 INITIATED — — — 150,178 — — 13.08% $25.8M 2024-06-11 $205.37

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 67.54% 9823 Capital, L.P. 58.58% Prospect Hill Management, LLC 3Y 57.18% INDEPENDENT INVESTORS INC 3Y 7Y 54.48% Hoffman, Alan N Investment Management 3Y 51.82% Circle Wealth Management, LLC 3Y 7Y 43.21% Stembrook Asset Management, LLC 34.72%

FAQ About OMC Financial Services LTD and AAPL

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

How long has OMC Financial Services LTD reported owning AAPL?

OMC Financial Services LTD reported AAPL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AAPL position in OMC Financial Services LTD's portfolio?

The largest reported portfolio weight for AAPL was 14.68% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when OMC Financial Services LTD reported 106,872 shares, equal to 10.51% of portfolio, with an estimated market value of $27.1M.

What does the chart on this AAPL ownership page compare?

The chart compares OMC Financial Services LTD'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.

How well did OMC Financial Services LTD time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, OMC Financial Services LTD correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on AAPL relative to SPY over the holding period was -2.0%.

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