Progressive Investment Management Corp AAPL — APPLE INC Common Stock

Ownership history in Progressive Investment Management Corp  ·  57 quarters on record

AI Ownership Summary

Progressive Investment Management Corp reported APPLE INC Common Stock (AAPL) in 57 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 10.76% in 2023 Q4. The latest visible filing shows AAPL at 9.68% 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 Progressive Investment Management Corp's position in APPLE INC Common Stock, 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 9.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.76% in 2023 Q4

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 Progressive Investment Management Corp fund profile Progressive Investment Management Corp full holdings
How Progressive Investment Management Corp 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)
2025 Q4 REDUCED — — — 148,846 -1,442 -1.0% 9.68% $40.5M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED — — — 150,288 -1,338 -0.9% 9.30% $38.3M 2025-11-05 $269.63
2025 Q2 REDUCED — — — 151,626 -2,175 -1.4% 7.93% $31.1M 2025-07-29 $210.63
2025 Q1 REDUCED — — — 153,801 -3,160 -2.0% 9.56% $34.2M 2025-05-13 $212.28
2024 Q4 REDUCED — — — 156,961 -3,935 -2.4% 10.09% $39.3M 2025-02-12 $235.84
2024 Q3 REDUCED — — — 160,896 -1,863 -1.1% 9.62% $37.5M 2024-11-08 $225.73
2024 Q2 REDUCED — — — 162,759 -2,587 -1.6% 9.08% $34.3M 2024-08-13 $219.83
2024 Q1 REDUCED 15.8% +26.6% ❌ 165,346 -31,052 -15.8% 7.78% $28.4M 2024-04-22 $164.34
2023 Q4 REDUCED — — — 196,398 -739 -0.4% 10.76% $37.8M 2024-01-24 $192.50
48 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% OAKLAND FINANCIAL CORP 30.03% Performance Wealth Partners, LLC 3Y 28.9% Spurstone Advisory Services, LLC 21.81% Putney Financial Group LLC 21.56% Integrated Financial Solutions, Inc. 21.12% Seek First Inc. 20.13%

FAQ About Progressive Investment Management Corp and AAPL

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

How long has Progressive Investment Management Corp reported owning AAPL?

Progressive Investment Management Corp reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Progressive Investment Management Corp's portfolio?

The largest reported portfolio weight for AAPL was 10.76% in 2023 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Progressive Investment Management Corp reported 148,846 shares, equal to 9.68% of portfolio, with an estimated market value of $40.5M.

What does the chart on this AAPL ownership page compare?

The chart compares Progressive Investment Management Corp'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 Progressive Investment Management Corp time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, Progressive Investment Management Corp correctly timed 33 out of 54 reported position changes (61%). The annualised alpha on AAPL relative to SPY over the holding period was +8.1%.

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