AAPL APPLE INC

Ownership history in Petix & Botte Co  ·  24 quarters on record

AI Ownership Summary

Petix & Botte Co reported APPLE INC (AAPL) in 24 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.05% in 2024 Q4. The latest visible filing shows AAPL at 1.69% 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 Petix & Botte Co'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 1.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% 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 Q3 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 Petix & Botte Co held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 27,436 -1,554 -5.4% 1.69% $7.5M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 28,990 -1,864 -6.0% 1.70% $7.4M 2025-11-21 $271.24
2025 Q2 ADDED 30,854 +8 +0.0% 1.55% $6.3M 2025-08-08 $228.65
2025 Q1 REDUCED 30,846 -215 -0.7% 1.80% $6.9M 2025-05-13 $212.28
2024 Q4 REDUCED 31,061 -592 -1.9% 2.05% $7.8M 2025-01-21 $221.43
2024 Q3 ADDED 31,653 +229 +0.7% 1.96% $7.4M 2024-10-18 $233.47
2024 Q2 ADDED 31,424 +12,650 +67.4% 1.87% $6.6M 2024-08-13 $219.83
2024 Q1 REDUCED 18,774 -10,554 -36.0% 0.80% $3.2M 2024-05-06 $180.07
2023 Q4 ADDED 29,328 +8 +0.0% 1.66% $5.6M 2024-02-06 $187.35
2023 Q3 ADDED 29,320 +9 +0.0% 1.58% $5.0M 2023-11-15 $186.08
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Petix & Botte Co and AAPL

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

How long has Petix & Botte Co reported owning AAPL?

Petix & Botte Co reported AAPL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AAPL position in Petix & Botte Co's portfolio?

The largest reported portfolio weight for AAPL was 2.05% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Petix & Botte Co reported 27,436 shares, equal to 1.69% of portfolio, with an estimated market value of $7.5M.

What does the chart on this AAPL ownership page compare?

The chart compares Petix & Botte Co'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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