AAPL Apple Computer COM

Ownership history in ROBERTS GLORE & CO INC /IL/  ·  82 quarters on record

AI Ownership Summary

ROBERTS GLORE & CO INC /IL/ reported Apple Computer COM (AAPL) in 82 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.34% in 2024 Q4. The latest visible filing shows AAPL at 4.73% 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 ROBERTS GLORE & CO INC /IL/'s position in Apple Computer 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 4.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.34% 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.

How ROBERTS GLORE & CO INC /IL/ 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 65,351 -1,840 -2.7% 4.73% $17.8M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 67,191 -1,508 -2.2% 4.68% $17.1M 2025-11-12 $273.21
2025 Q2 ADDED 68,699 +941 +1.4% 4.12% $14.1M 2025-08-07 $219.36
2025 Q1 REDUCED 67,758 -4,103 -5.7% 4.59% $15.1M 2025-05-09 $197.67
2024 Q4 REDUCED 71,861 -1,103 -1.5% 5.34% $18.0M 2025-02-07 $226.39
2024 Q3 REDUCED 72,964 -1,293 -1.7% 4.92% $17.0M 2024-11-14 $226.98
2024 Q2 REDUCED 74,257 -5,297 -6.7% 4.72% $15.6M 2024-08-14 $220.27
2024 Q1 REDUCED 79,554 -1,580 -1.9% 4.09% $13.6M 2024-05-09 $182.91
2023 Q4 REDUCED 81,134 -1,666 -2.0% 4.86% $15.6M 2024-02-12 $185.46
73 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROBERTS GLORE & CO INC /IL/ and AAPL

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

How long has ROBERTS GLORE & CO INC /IL/ reported owning AAPL?

ROBERTS GLORE & CO INC /IL/ reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in ROBERTS GLORE & CO INC /IL/'s portfolio?

The largest reported portfolio weight for AAPL was 5.34% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when ROBERTS GLORE & CO INC /IL/ reported 65,351 shares, equal to 4.73% of portfolio, with an estimated market value of $17.8M.

What does the chart on this AAPL ownership page compare?

The chart compares ROBERTS GLORE & CO INC /IL/'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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