AAPL — APPLE INC

Ownership history in Pinnacle Financial Group, LLC / IL  ·  17 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported APPLE INC (AAPL) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.14% in 2024 Q3. The latest visible filing shows AAPL at 0.86% 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 Pinnacle Financial Group, LLC / IL'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 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2024 Q3

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.

AAPL stock page Pinnacle Financial Group, LLC / IL fund profile Pinnacle Financial Group, LLC / IL full holdings
How Pinnacle Financial Group, LLC / IL 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 10,922 +695 +6.8% 0.86% $3.0M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 10,227 +119 +1.2% 0.79% $2.6M 2025-11-12 $273.21
2025 Q2 REDUCED 10,108 -717 -6.6% 0.69% $2.1M 2025-08-11 $226.75
2025 Q1 REDUCED 10,825 -52 -0.5% 0.87% $2.4M 2025-05-15 $210.81
2024 Q4 REDUCED 10,877 -1,657 -13.2% 1.07% $2.7M 2025-02-18 $243.41
2024 Q3 ADDED 12,534 +30 +0.2% 1.14% $2.9M 2024-11-12 $223.01
2024 Q2 ADDED 12,504 +1,419 +12.8% 1.13% $2.6M 2024-08-08 $211.67
2024 Q1 REDUCED 11,085 -125 -1.1% 0.83% $1.9M 2024-05-15 $188.26
2023 Q4 REDUCED 11,210 -110 -1.0% 1.11% $2.2M 2024-02-13 $183.37
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% INDEPENDENT INVESTORS INC 3Y 7Y 54.48% Hoffman, Alan N Investment Management 3Y 51.82% Performance Wealth Partners, LLC 3Y 28.9% Putney Financial Group LLC 21.56% Integrated Financial Solutions, Inc. 21.12% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 19.95% DIAMANT ASSET MANAGEMENT, INC. 3Y 7Y 19.39% Draper Asset Management, LLC 3Y 17.92%

FAQ About Pinnacle Financial Group, LLC / IL and AAPL

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

How long has Pinnacle Financial Group, LLC / IL reported owning AAPL?

Pinnacle Financial Group, LLC / IL reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for AAPL was 1.14% in 2024 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Financial Group, LLC / IL reported 10,922 shares, equal to 0.86% of portfolio, with an estimated market value of $3.0M.

What does the chart on this AAPL ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL'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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