AAPL APPLE INC COM

Ownership history in PROFFITT & GOODSON INC  ·  52 quarters on record

AI Ownership Summary

PROFFITT & GOODSON INC reported APPLE INC COM (AAPL) in 52 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.78% in 2024 Q4. The latest visible filing shows AAPL at 0.77% 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 PROFFITT & GOODSON INC's position in APPLE INC COM, 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 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% 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 PROFFITT & GOODSON INC 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 20,419 -185 -0.9% 0.77% $5.6M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 20,604 +15 +0.1% 0.75% $5.2M 2025-10-21 $262.27
2025 Q2 ADDED 20,589 +509 +2.5% 0.64% $4.2M 2025-07-23 $213.50
2025 Q1 ADDED 20,080 +1,398 +7.5% 0.73% $4.5M 2025-04-29 $210.29
2024 Q4 ADDED 18,682 +109 +0.6% 0.78% $4.7M 2025-02-05 $231.21
2024 Q3 ADDED 18,573 +254 +1.4% 0.71% $4.3M 2024-11-04 $220.56
2024 Q2 ADDED 18,319 +563 +3.2% 0.68% $3.9M 2024-07-23 $223.28
2024 Q1 REDUCED 17,756 -245 -1.4% 0.54% $3.0M 2024-04-24 $167.50
2023 Q4 REDUCED 18,001 -318 -1.7% 0.65% $3.5M 2024-01-24 $192.50
2023 Q3 REDUCED 18,319 -168 -0.9% 0.64% $3.1M 2023-10-19 $173.43
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PROFFITT & GOODSON INC and AAPL

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

How long has PROFFITT & GOODSON INC reported owning AAPL?

PROFFITT & GOODSON INC reported AAPL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AAPL position in PROFFITT & GOODSON INC's portfolio?

The largest reported portfolio weight for AAPL was 0.78% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when PROFFITT & GOODSON INC reported 20,419 shares, equal to 0.77% of portfolio, with an estimated market value of $5.6M.

What does the chart on this AAPL ownership page compare?

The chart compares PROFFITT & GOODSON INC'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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