AAPL β€” APPLE INC

Ownership history in Randall & Associates Wealth Management  Β·  6 quarters on record

AI Ownership Summary

Randall & Associates Wealth Management reported APPLE INC (AAPL) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.54% in 2025 Q4. The latest visible filing shows AAPL at 0.54% 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 Randall & Associates Wealth Management'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 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% 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
2024 Q1 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 Randall & Associates Wealth Management held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,880 +1,174 +68.8% 0.54% $783K 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 1,706 -55 -3.1% 0.32% $434K 2025-10-16 $246.98
2025 Q2 ADDED 1,761 +228 +14.9% 0.28% $361K 2025-07-23 $213.50
2025 Q1 REDUCED 1,533 -2 -0.1% 0.28% $341K 2025-04-09 $197.99
2024 Q4 REDUCED 1,535 -382 -19.9% 0.32% $384K 2025-01-15 $236.58
2024 Q1 INITIATED 1,917 β€” β€” 0.30% $329K 2024-04-23 $165.39

FAQ About Randall & Associates Wealth Management and AAPL

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

How long has Randall & Associates Wealth Management reported owning AAPL?

Randall & Associates Wealth Management reported AAPL across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AAPL position in Randall & Associates Wealth Management's portfolio?

The largest reported portfolio weight for AAPL was 0.54% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Randall & Associates Wealth Management reported 2,880 shares, equal to 0.54% of portfolio, with an estimated market value of $783K.

What does the chart on this AAPL ownership page compare?

The chart compares Randall & Associates Wealth Management'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.

← Back to Randall & Associates Wealth Management Holdings