PBU - The Pension Fund of Early Childhood & Youth Educators AAPL — APPLE INC

Ownership history in PBU - The Pension Fund of Early Childhood & Youth Educators  ·  3 quarters on record

AI Ownership Summary

PBU - The Pension Fund of Early Childhood & Youth Educators reported APPLE INC (AAPL) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 6.24% in 2025 Q4. The latest visible filing shows AAPL at 5.81% 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 PBU - The Pension Fund of Early Childhood & Youth Educators'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 Q2

AAPL was reported at 5.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.24% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 PBU - The Pension Fund of Early Childhood & Youth Educators fund profile PBU - The Pension Fund of Early Childhood & Youth Educators full holdings
How PBU - The Pension Fund of Early Childhood & Youth Educators 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 39.1% +17.1% ❌ 888,448 -570,445 -39.1% 5.81% $257.1M 2026-07-16 $332.97
2026 Q1 ADDED — — — 1,458,893 +1,097,775 +304.0% 5.48% $57.1M 2026-04-08 $258.44
2025 Q4 INITIATED — — — 361,118 — — 6.24% $433.1M 2026-02-11 $275.01

🏢 Other funds also holding AAPL

As of 2026 Q3 — sorted by position size

GLP Holdings LLLP 96.19% Jessup Wealth Management, Inc 3Y 34.52% Mullaney, Keating & Wright, Inc. 33.17% Martin Capital Advisors, LLP 3Y 23.6% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 22.44% Integrated Financial Solutions, Inc. 20.52% Lotus Asset Management LLC 19.12% Dale Q Rice Investment Management Ltd 18.62% Capital Investment Counsel, Inc 3Y 7Y 18.51% Draper Asset Management, LLC 3Y 18.47%

FAQ About PBU - The Pension Fund of Early Childhood & Youth Educators and AAPL

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

How long has PBU - The Pension Fund of Early Childhood & Youth Educators reported owning AAPL?

PBU - The Pension Fund of Early Childhood & Youth Educators reported AAPL across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported AAPL position in PBU - The Pension Fund of Early Childhood & Youth Educators's portfolio?

The largest reported portfolio weight for AAPL was 6.24% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q2, when PBU - The Pension Fund of Early Childhood & Youth Educators reported 888,448 shares, equal to 5.81% of portfolio, with an estimated market value of $257.1M.

What does the chart on this AAPL ownership page compare?

The chart compares PBU - The Pension Fund of Early Childhood & Youth Educators'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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