AAPL APPLE INC

Ownership history in Steigerwald, Gordon & Koch Inc.  ·  31 quarters on record

AI Ownership Summary

Steigerwald, Gordon & Koch Inc. reported APPLE INC (AAPL) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.69% in 2024 Q4. The latest visible filing shows AAPL at 4.92% 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 Steigerwald, Gordon & Koch Inc.'s position in APPLE INC, 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 4.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.69% 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 Steigerwald, Gordon & Koch Inc. held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 188,682 -4,092 -2.1% 4.92% $51.3M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 192,774 -3,500 -1.8% 4.71% $49.1M 2025-10-23 $259.09
2025 Q2 REDUCED 196,274 -947 -0.5% 4.25% $40.3M 2025-07-14 $207.99
2025 Q1 REDUCED 197,221 -3,975 -2.0% 4.89% $43.8M 2025-04-10 $189.59
2024 Q4 REDUCED 201,196 -4,403 -2.1% 5.69% $50.4M 2025-01-16 $227.02
2024 Q3 ADDED 205,599 +1,132 +0.6% 5.22% $47.9M 2024-10-09 $228.04
2024 Q2 REDUCED 204,467 -1,449 -0.7% 5.21% $43.1M 2024-08-07 $208.21
2024 Q1 REDUCED 205,916 -4,424 -2.1% 4.39% $35.3M 2024-04-16 $167.85
2023 Q4 REDUCED 210,340 -366 -0.2% 5.48% $40.5M 2024-01-16 $181.74
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Steigerwald, Gordon & Koch 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 Steigerwald, Gordon & Koch Inc. reported owning AAPL?

Steigerwald, Gordon & Koch Inc. reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Steigerwald, Gordon & Koch Inc.'s portfolio?

The largest reported portfolio weight for AAPL was 5.69% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Steigerwald, Gordon & Koch Inc. reported 188,682 shares, equal to 4.92% of portfolio, with an estimated market value of $51.3M.

What does the chart on this AAPL ownership page compare?

The chart compares Steigerwald, Gordon & Koch 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.

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