SHIKIAR ASSET MANAGEMENT INC AAPL — APPLE COMPUTER INC COMMON

Ownership history in SHIKIAR ASSET MANAGEMENT INC  ·  101 quarters on record

AI Ownership Summary

SHIKIAR ASSET MANAGEMENT INC reported APPLE COMPUTER INC COMMON (AAPL) in 101 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 22.44% in 2026 Q3. The latest visible filing shows AAPL at 22.44% 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 SHIKIAR ASSET MANAGEMENT INC's position in APPLE COMPUTER 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
2026 Q3

AAPL was reported at 22.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
22.44% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 SHIKIAR ASSET MANAGEMENT INC fund profile SHIKIAR ASSET MANAGEMENT INC full holdings
How SHIKIAR ASSET MANAGEMENT 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 267,959 -75 -0.0% 22.44% $89K 2026-10-20 $339.50
2026 Q2 REDUCED — — — 268,034 -4,635 -1.7% 19.59% $78K 2026-07-21 $327.46
2026 Q1 REDUCED — — — 272,669 -1,095 -0.4% 19.95% $69K 2026-04-23 $272.94
2025 Q4 REDUCED — — — 273,764 -2,439 -0.9% 18.53% $74.4M 2026-01-22 $247.68
2025 Q3 REDUCED — — — 276,203 -240 -0.1% 17.69% $70.3M 2025-10-14 $246.86
2025 Q2 ADDED — — — 276,443 +554 +0.2% 15.78% $56.7M 2025-07-24 $212.73
2025 Q1 REDUCED — — — 275,889 -9,238 -3.2% 18.29% $61.3M 2025-04-17 $195.78
2024 Q4 REDUCED — — — 285,127 -3,143 -1.1% 18.91% $71.4M 2025-01-15 $236.16
2024 Q3 REDUCED — — — 288,270 -5,507 -1.9% 17.65% $67.2M 2024-10-10 $227.14
2024 Q2 REDUCED — — — 293,777 -236 -0.1% 16.55% $61.9M 2024-07-16 $232.60
91 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q3 — sorted by position size

GLP Holdings LLLP 96.19% INDEPENDENT INVESTORS INC 3Y 7Y 58.28% Hoffman, Alan N Investment Management 3Y 54.14% Jessup Wealth Management, Inc 3Y 34.52% Mullaney, Keating & Wright, Inc. 33.17% BIRINYI ASSOCIATES INC 3Y 7Y 25.3% Harold Davidson & Associates Inc. 25.17% Martin Capital Advisors, LLP 3Y 23.6% FISHMAN JAY A LTD/MI 3Y 7Y 22.36% Putney Financial Group LLC 21.73%

FAQ About SHIKIAR ASSET MANAGEMENT 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 SHIKIAR ASSET MANAGEMENT INC reported owning AAPL?

SHIKIAR ASSET MANAGEMENT INC reported AAPL across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported AAPL position in SHIKIAR ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for AAPL was 22.44% in 2026 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q3, when SHIKIAR ASSET MANAGEMENT INC reported 267,959 shares, equal to 22.44% of portfolio, with an estimated market value of $89K.

What does the chart on this AAPL ownership page compare?

The chart compares SHIKIAR ASSET MANAGEMENT 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 SHIKIAR ASSET MANAGEMENT INC time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, SHIKIAR ASSET MANAGEMENT INC correctly timed 51 out of 95 reported position changes (54%). The annualised alpha on AAPL relative to SPY over the holding period was +17.0%.

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