AAPL APPLE INC COM

Ownership history in SEARLE & CO.  ·  43 quarters on record

AI Ownership Summary

SEARLE & CO. reported APPLE INC COM (AAPL) in 43 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 10.06% in 2024 Q4. The latest visible filing shows AAPL at 6.49% 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 SEARLE & CO.'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 6.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.06% 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 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 SEARLE & CO. 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 92,476 +45 +0.0% 6.49% $25.1M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 92,431 -878 -0.9% 6.23% $23.5M 2025-11-04 $269.53
2025 Q2 REDUCED 93,309 -45,682 -32.9% 5.41% $19.1M 2025-08-07 $219.36
2025 Q1 REDUCED 138,991 -288 -0.2% 8.80% $30.9M 2025-05-15 $210.81
2024 Q4 REDUCED 139,279 -228 -0.2% 10.06% $34.9M 2025-02-14 $243.54
2024 Q3 REDUCED 139,507 -60 -0.0% 8.11% $32.5M 2024-10-22 $234.32
2024 Q2 ADDED 139,567 +17,268 +14.1% 6.89% $29.4M 2024-07-30 $217.12
2024 Q1 REDUCED 122,299 -900 -0.7% 5.35% $21.0M 2024-05-09 $182.91
2023 Q4 REDUCED 123,199 -427 -0.3% 6.49% $23.7M 2024-02-06 $187.35
2023 Q3 REDUCED 123,626 -200 -0.2% 7.20% $21.2M 2023-11-06 $177.15
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SEARLE & CO. and AAPL

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

How long has SEARLE & CO. reported owning AAPL?

SEARLE & CO. reported AAPL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AAPL position in SEARLE & CO.'s portfolio?

The largest reported portfolio weight for AAPL was 10.06% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when SEARLE & CO. reported 92,476 shares, equal to 6.49% of portfolio, with an estimated market value of $25.1M.

What does the chart on this AAPL ownership page compare?

The chart compares SEARLE & CO.'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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