AAPL β€” APPLE INC

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  Β·  28 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported APPLE INC (AAPL) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.96% in 2024 Q4. The latest visible filing shows AAPL at 6.75% 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 RESOURCES MANAGEMENT CORP /CT/ /ADV'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 6.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.96% 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 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 RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 191,696 +163,014 +568.3% 6.75% $52.1M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 28,682 -171,367 -85.7% 0.81% $6.3M 2025-11-14 $272.16
2025 Q2 REDUCED 200,049 -2,196 -1.1% 5.57% $41.0M 2025-08-15 $231.15
2025 Q1 REDUCED 202,245 -1,484 -0.7% 6.32% $44.9M 2025-05-16 $210.62
2024 Q4 REDUCED 203,729 -3,927 -1.9% 6.96% $51.0M 2025-02-14 $243.54
2024 Q3 ADDED 207,656 +3,558 +1.7% 6.53% $48.4M 2024-11-15 $223.78
2024 Q2 REDUCED 204,098 -3,721 -1.8% 6.26% $43.0M 2024-08-14 $220.27
2024 Q1 ADDED 207,819 +207,626 +107578.2% 5.21% $35.6M 2024-05-15 $188.26
2023 Q4 REDUCED 193 -220,886 -99.9% 6.13% $41.5M 2024-02-14 $182.49
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AAPL

As of 2026 Q1 β€” sorted by position size

Employees Provident Fund Board 10.43% DWR WEALTH MANAGEMENT, LLC 6.96% Financial Insights, Inc. 3Y 7Y 4.42% Hamrick Investment Counsel, llc 2.05% Signature Wealth Management Group 3Y 7Y 1.14%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and AAPL

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

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning AAPL?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for AAPL was 6.96% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 191,696 shares, equal to 6.75% of portfolio, with an estimated market value of $52.1M.

What does the chart on this AAPL ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV'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 RESOURCES MANAGEMENT CORP /CT/ /ADV Holdings