RAYMOND JAMES & ASSOCIATES AAPL — D APPLE COMPUTER INC EQUITIES

Ownership history in RAYMOND JAMES & ASSOCIATES  ·  132 quarters on record

AI Ownership Summary

RAYMOND JAMES & ASSOCIATES reported D APPLE COMPUTER INC EQUITIES (AAPL) in 132 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 2.69% in 2024 Q2. The latest visible filing shows AAPL at 0.00% 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 RAYMOND JAMES & ASSOCIATES's position in D APPLE COMPUTER INC EQUITIES, 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
2024 Q3

AAPL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.69% in 2024 Q2

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 2024 Q3

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 RAYMOND JAMES & ASSOCIATES fund profile RAYMOND JAMES & ASSOCIATES full holdings
How RAYMOND JAMES & ASSOCIATES 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 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 58.3% +8.4% ❌ 4,000 -5,600 -58.3% 0.00% $680K 2024-11-14 (Est.) $226.98
2024 Q3 REDUCED 99.9% +8.4% ❌ 9,600 -18,714,011 -99.9% 0.00% $2.1M 2024-11-14 (Est.) $226.98
2024 Q3 ADDED — — — 18,723,611 +18,719,611 +467990.3% 2.66% $4.36B 2024-11-14 (Est.) $226.98
2024 Q2 REDUCED 33.3% +10.8% ❌ 4,000 -2,000 -33.3% 0.00% $680K 2024-07-19 $222.59
2024 Q2 REDUCED 100.0% +10.8% ❌ 6,000 -19,445,194 -100.0% 0.00% $1.0M 2024-07-19 $222.59
2024 Q2 ADDED — — — 19,451,194 +19,446,194 +388923.9% 2.69% $4.10B 2024-07-19 $222.59
2024 Q1 REDUCED 30.6% +26.6% ❌ 5,000 -2,200 -30.6% 0.00% $850K 2024-04-22 $164.34
2024 Q1 REDUCED 100.0% +26.6% ❌ 7,200 -18,459,323 -100.0% 0.00% $1.2M 2024-04-22 $164.34
2024 Q1 ADDED — — — 18,466,523 +18,452,923 +135683.3% 2.15% $3.17B 2024-04-22 $164.34
2023 Q4 REDUCED 99.9% -11.6% ✅ 13,600 -18,600,985 -99.9% 0.00% $2.4M 2024-01-16 $181.74
2023 Q4 ADDED — — — 18,614,585 +18,611,385 +581605.8% 2.68% $3.58B 2024-01-16 $181.74
121 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% Harold Davidson & Associates Inc. 24.0% Spurstone Advisory Services, LLC 21.81% Putney Financial Group LLC 21.56% Integrated Financial Solutions, Inc. 21.12%

FAQ About RAYMOND JAMES & ASSOCIATES and AAPL

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

How long has RAYMOND JAMES & ASSOCIATES reported owning AAPL?

RAYMOND JAMES & ASSOCIATES reported AAPL across 11 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported AAPL position in RAYMOND JAMES & ASSOCIATES's portfolio?

The largest reported portfolio weight for AAPL was 2.69% in 2024 Q2.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2024 Q3, when RAYMOND JAMES & ASSOCIATES reported 4,000 shares, equal to 0.00% of portfolio, with an estimated market value of $680K.

What does the chart on this AAPL ownership page compare?

The chart compares RAYMOND JAMES & ASSOCIATES'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 RAYMOND JAMES & ASSOCIATES time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, RAYMOND JAMES & ASSOCIATES correctly timed 54 out of 129 reported position changes (42%). The annualised alpha on AAPL relative to SPY over the holding period was +13.3%.

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