AAPL APPLE INC COM

Ownership history in Sloy Dahl & Holst, LLC  ·  25 quarters on record

AI Ownership Summary

Sloy Dahl & Holst, LLC reported APPLE INC COM (AAPL) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 15.99% in 2024 Q2. The latest visible filing shows AAPL at 5.92% 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 Sloy Dahl & Holst, 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 5.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.99% in 2024 Q2

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 Sloy Dahl & Holst, LLC 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 181,288 -4,236 -2.3% 5.92% $49.3M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 185,524 -7,704 -4.0% 5.01% $47.2M 2025-10-14 $247.30
2025 Q2 REDUCED 193,228 -28,552 -12.9% 5.51% $39.6M 2025-07-30 $208.42
2025 Q1 REDUCED 221,780 -31,661 -12.5% 8.61% $49.3M 2025-05-12 $210.15
2024 Q4 REDUCED 253,441 -82,947 -24.7% 8.05% $63.5M 2025-01-27 $228.61
2024 Q3 REDUCED 336,388 -25,077 -6.9% 13.38% $78.4M 2024-10-17 $230.63
2024 Q2 REDUCED 361,465 -2,159 -0.6% 15.99% $76.1M 2024-07-22 $222.24
2024 Q1 REDUCED 363,624 -35,948 -9.0% 14.72% $62.4M 2024-04-19 $163.51
2023 Q4 REDUCED 399,572 -12,047 -2.9% 15.78% $76.9M 2024-01-30 $186.11
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sloy Dahl & Holst, 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 Sloy Dahl & Holst, LLC reported owning AAPL?

Sloy Dahl & Holst, LLC reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Sloy Dahl & Holst, LLC's portfolio?

The largest reported portfolio weight for AAPL was 15.99% in 2024 Q2.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Sloy Dahl & Holst, LLC reported 181,288 shares, equal to 5.92% of portfolio, with an estimated market value of $49.3M.

What does the chart on this AAPL ownership page compare?

The chart compares Sloy Dahl & Holst, 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.

← Back to Sloy Dahl & Holst, LLC Holdings