AAPL APPLE COMPUTER COM

Ownership history in SHUFRO ROSE & CO LLC  ·  96 quarters on record

AI Ownership Summary

SHUFRO ROSE & CO LLC reported APPLE COMPUTER COM (AAPL) in 96 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.7% in 2024 Q4. The latest visible filing shows AAPL at 3.55% 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 SHUFRO ROSE & CO LLC's position in APPLE COMPUTER 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 3.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.7% 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 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.

How SHUFRO ROSE & CO LLC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 11 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 192,857 +10,617 +5.8% 3.55% $52.4M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 182,240 +181,240 +18124.0% 3.31% $40.5M 2025-11-12 $273.21
2025 Q3 REDUCED 1,000 -182,424 -99.5% 0.02% $222K 2025-11-12 $273.21
2025 Q2 ADDED 183,424 +182,424 +18242.4% 3.27% $40.7M 2025-08-11 $226.75
2025 Q2 REDUCED 1,000 -189,201 -99.5% 0.02% $222K 2025-08-11 $226.75
2025 Q1 REDUCED 190,201 -881 -0.5% 3.34% $42.2M 2025-05-08 $196.63
2024 Q4 REDUCED 191,082 -1,073 -0.6% 3.70% $47.9M 2025-02-25 $245.97
2024 Q3 UNCHANGED 192,155 0% 3.28% $40.5M 2024-11-12 $223.01
2024 Q2 REDUCED 192,155 -773 -0.4% 3.28% $40.5M 2024-08-13 $219.83
2024 Q1 ADDED 192,928 +1,738 +0.9% 2.73% $33.1M 2024-05-08 $181.09
2023 Q4 REDUCED 191,190 -635 -0.3% 3.11% $32.7M 2024-02-05 $185.75
85 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHUFRO ROSE & 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 SHUFRO ROSE & CO LLC reported owning AAPL?

SHUFRO ROSE & CO LLC reported AAPL across 11 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in SHUFRO ROSE & CO LLC's portfolio?

The largest reported portfolio weight for AAPL was 3.70% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when SHUFRO ROSE & CO LLC reported 192,857 shares, equal to 3.55% of portfolio, with an estimated market value of $52.4M.

What does the chart on this AAPL ownership page compare?

The chart compares SHUFRO ROSE & 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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