AAPL APPLE INC

Ownership history in Schiavi & Co LLC  ·  13 quarters on record

AI Ownership Summary

Schiavi & Co LLC reported APPLE INC (AAPL) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.4% in 2023 Q3. The latest visible filing shows AAPL at 0.20% 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 Schiavi & Co LLC'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 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2023 Q3

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 Schiavi & Co 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 UNCHANGED 2,322 0% 0.20% $631K 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 2,322 +678 +41.2% 0.19% $591K 2025-11-03 $268.54
2025 Q2 REDUCED 1,644 -71 -4.1% 0.11% $337K 2025-08-11 $226.75
2025 Q1 UNCHANGED 1,715 0% 0.14% $381K 2025-05-08 $196.63
2024 Q4 REDUCED 1,715 -33 -1.9% 0.17% $429K 2025-02-13 $240.48
2024 Q3 ADDED 1,748 +2 +0.1% 0.15% $407K 2024-11-13 $223.90
2024 Q2 REDUCED 1,746 -42 -2.3% 0.14% $368K 2024-08-08 $211.67
2024 Q1 REDUCED 1,788 -535 -23.0% 0.12% $307K 2024-05-06 $180.07
2023 Q4 REDUCED 2,323 -3,246 -58.3% 0.19% $447K 2024-02-08 $186.38
2023 Q3 UNCHANGED 5,569 0% 0.40% $953K 2023-10-27 $166.27
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Schiavi & Co 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 Schiavi & Co LLC reported owning AAPL?

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

What was the largest reported AAPL position in Schiavi & Co LLC's portfolio?

The largest reported portfolio weight for AAPL was 0.40% in 2023 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Schiavi & Co LLC reported 2,322 shares, equal to 0.20% of portfolio, with an estimated market value of $631K.

What does the chart on this AAPL ownership page compare?

The chart compares Schiavi & Co 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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