AAPL APPLE INC COM

Ownership history in Salomon & Ludwin, LLC  ·  29 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported APPLE INC COM (AAPL) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.65% in 2025 Q4. The latest visible filing shows AAPL at 1.65% 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 Salomon & Ludwin, LLC's position in APPLE INC 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 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% 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
2023 Q3 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 Salomon & Ludwin, LLC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 69,693 +710 +1.0% 1.65% $18.6M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 68,983 +7,017 +11.3% 1.60% $17.8M 2025-10-21 $262.27
2025 Q2 ADDED 61,966 +56 +0.1% 1.30% $13.2M 2025-07-29 $210.63
2025 Q1 ADDED 61,910 +2,389 +4.0% 1.47% $13.8M 2025-04-28 $209.23
2024 Q4 REDUCED 59,521 -2,746 -4.4% 1.58% $14.9M 2025-01-30 $236.30
2024 Q3 REDUCED 62,267 -1,242 -2.0% 1.48% $14.5M 2024-10-24 $229.07
2024 Q2 REDUCED 63,509 -25,790 -28.9% 1.49% $13.4M 2024-07-25 $215.82
2024 Q1 REDUCED 89,299 -2,778 -3.0% 1.32% $15.3M 2024-05-02 $171.47
2023 Q4 UNCHANGED 92,077 0% 1.65% $15.8M 2024-02-07 $187.46
2023 Q3 REDUCED 92,077 -131 -0.1% 1.65% $15.8M 2023-11-14 $185.51
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Salomon & Ludwin, LLC and AAPL

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

How long has Salomon & Ludwin, LLC reported owning AAPL?

Salomon & Ludwin, LLC reported AAPL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AAPL position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for AAPL was 1.65% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Salomon & Ludwin, LLC reported 69,693 shares, equal to 1.65% of portfolio, with an estimated market value of $18.6M.

What does the chart on this AAPL ownership page compare?

The chart compares Salomon & Ludwin, LLC'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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