AAPL APPLE INC COM

Ownership history in SHAYNE & JACOBS, LLC  ·  11 quarters on record

AI Ownership Summary

SHAYNE & JACOBS, LLC reported APPLE INC COM (AAPL) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.97% in 2025 Q4. The latest visible filing shows AAPL at 0.97% 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 SHAYNE & JACOBS, 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 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% 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 SHAYNE & JACOBS, 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 11,776 +1 +0.0% 0.97% $3.2M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 11,775 +1 +0.0% 0.93% $3.0M 2025-11-05 $269.63
2025 Q2 ADDED 11,774 +1 +0.0% 0.80% $2.4M 2025-07-24 $213.11
2025 Q1 ADDED 11,773 +1,071 +10.0% 0.64% $2.6M 2025-05-02 $204.46
2024 Q4 ADDED 10,702 +1 +0.0% 0.70% $2.7M 2025-02-05 $231.21
2024 Q3 ADDED 10,701 +1 +0.0% 0.63% $2.5M 2024-10-23 $229.25
2024 Q2 REDUCED 10,700 -329 -3.0% 0.63% $2.3M 2024-07-19 $222.59
2024 Q1 ADDED 11,029 +2 +0.0% 0.51% $1.9M 2024-05-08 $181.09
2023 Q4 ADDED 11,027 +1 +0.0% 0.66% $2.1M 2024-02-07 $187.46
2023 Q3 ADDED 11,026 +9,126 +480.3% 0.63% $1.9M 2023-11-08 $180.77
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHAYNE & JACOBS, 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 SHAYNE & JACOBS, LLC reported owning AAPL?

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

What was the largest reported AAPL position in SHAYNE & JACOBS, LLC's portfolio?

The largest reported portfolio weight for AAPL was 0.97% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when SHAYNE & JACOBS, LLC reported 11,776 shares, equal to 0.97% of portfolio, with an estimated market value of $3.2M.

What does the chart on this AAPL ownership page compare?

The chart compares SHAYNE & JACOBS, 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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