AAPL APPLE INC

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  46 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported APPLE INC (AAPL) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 7.24% in 2024 Q4. The latest visible filing shows AAPL at 6.67% 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 ROWLANDMILLER & PARTNERS.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
2026 Q1

AAPL was reported at 6.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.24% 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 2026 Q1

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 ROWLANDMILLER & PARTNERS.ADV 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 129,559 -4,154 -3.1% 6.67% $33K 2026-05-15 (Est.) $270.23
2025 Q4 REDUCED 133,713 -1,336 -1.0% 7.01% $36.4M 2026-02-12 $261.73
2025 Q3 REDUCED 135,049 -1,346 -1.0% 6.75% $34.4M 2025-10-01 $254.96
2025 Q2 ADDED 136,395 +127 +0.1% 5.78% $28.0M 2025-07-01 $207.19
2025 Q1 REDUCED 136,268 -2,039 -1.5% 6.37% $30.3M 2025-04-15 $201.26
2024 Q4 ADDED 138,307 +27 +0.0% 7.24% $34.6M 2025-02-04 $231.54
2024 Q3 REDUCED 138,280 -1,003 -0.7% 6.54% $32.2M 2024-10-23 $229.25
2024 Q2 REDUCED 139,283 -6,834 -4.7% 6.40% $29.3M 2024-07-29 $216.57
2024 Q1 ADDED 146,117 +425 +0.3% 5.29% $25.1M 2024-04-08 $166.93
2023 Q4 REDUCED 145,692 -2,288 -1.5% 6.43% $28.1M 2024-01-03 $182.36
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.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 ROWLANDMILLER & PARTNERS.ADV reported owning AAPL?

ROWLANDMILLER & PARTNERS.ADV reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for AAPL was 7.24% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 129,559 shares, equal to 6.67% of portfolio, with an estimated market value of $33K.

What does the chart on this AAPL ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.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.

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