S&CO INC AAPL — APPLE INC common

Ownership history in S&CO INC  ·  75 quarters on record

AI Ownership Summary

S&CO INC reported APPLE INC common (AAPL) in 75 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.84% in 2023 Q4. The latest visible filing shows AAPL at 3.93% 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 S&CO INC's position in APPLE INC common, 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 3.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.84% in 2023 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 S&CO INC fund profile S&CO INC full holdings
How S&CO INC 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 232,949 -160 -0.1% 3.93% $63.3M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 7.2% +7.6% ❌ 233,109 -17,960 -7.2% 3.63% $59.4M 2025-11-06 $269.26
2025 Q2 ADDED — — — 251,069 +6,566 +2.7% 3.30% $51.5M 2025-08-07 $219.36
2025 Q1 REDUCED 10.5% -7.5% ✅ 244,503 -28,580 -10.5% 3.64% $54.3M 2025-05-08 $196.63
2024 Q4 REDUCED 6.4% -11.2% ✅ 273,083 -18,656 -6.4% 4.64% $68.4M 2025-02-07 $226.39
2024 Q3 ADDED — — — 291,739 +6,580 +2.3% 4.44% $68.0M 2024-11-07 $226.00
2024 Q2 REDUCED — — — 285,159 -13,112 -4.4% 4.19% $60.1M 2024-08-08 $211.67
2024 Q1 REDUCED 9.0% +26.6% ❌ 298,271 -29,534 -9.0% 3.60% $51.1M 2024-05-09 $182.91
2023 Q4 REDUCED — — — 327,805 -7,831 -2.3% 4.84% $63.1M 2024-02-12 $185.46
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% INDEPENDENT INVESTORS INC 3Y 7Y 54.48% Hoffman, Alan N Investment Management 3Y 51.82% OAKLAND FINANCIAL CORP 30.03% Performance Wealth Partners, LLC 3Y 28.9% Harold Davidson & Associates Inc. 24.0% BIRINYI ASSOCIATES INC 3Y 7Y 22.87% Martin Capital Advisors, LLP 3Y 21.87% Spurstone Advisory Services, LLC 21.81%

FAQ About S&CO INC and AAPL

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

How long has S&CO INC reported owning AAPL?

S&CO INC reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in S&CO INC's portfolio?

The largest reported portfolio weight for AAPL was 4.84% in 2023 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when S&CO INC reported 232,949 shares, equal to 3.93% of portfolio, with an estimated market value of $63.3M.

What does the chart on this AAPL ownership page compare?

The chart compares S&CO INC'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.

How well did S&CO INC time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, S&CO INC correctly timed 31 out of 60 reported position changes (52%). The annualised alpha on AAPL relative to SPY over the holding period was +13.1%.

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