AAPL APPLE INC

Ownership history in Syverson Strege & Co  ·  21 quarters on record

AI Ownership Summary

Syverson Strege & Co reported APPLE INC (AAPL) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.04% in 2025 Q4. The latest visible filing shows AAPL at 1.04% 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 Syverson Strege & Co'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 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% 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 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 Syverson Strege & Co 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 16,115 -560 -3.4% 1.04% $4.4M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 16,675 +163 +1.0% 1.02% $4.2M 2025-12-01 $282.84
2025 Q2 ADDED 16,512 +7,983 +93.6% 0.80% $3.4M 2025-08-04 $202.73
2025 Q1 ADDED 8,529 +374 +4.6% 0.61% $1.9M 2025-05-13 $212.28
2024 Q4 ADDED 8,155 +2,305 +39.4% 0.68% $2.0M 2025-02-11 $231.61
2024 Q3 REDUCED 5,850 -2,109 -26.5% 0.46% $1.4M 2024-11-12 $223.01
2024 Q2 ADDED 7,959 +1,016 +14.6% 0.57% $1.7M 2024-08-07 $208.21
2024 Q1 ADDED 6,943 +1,866 +36.8% 0.43% $1.2M 2024-04-30 $168.79
2023 Q4 ADDED 5,077 +97 +1.9% 0.38% $978K 2024-02-14 $182.49
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Syverson Strege & Co and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Syverson Strege & Co reported owning AAPL?

Syverson Strege & Co reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Syverson Strege & Co's portfolio?

The largest reported portfolio weight for AAPL was 1.04% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Syverson Strege & Co reported 16,115 shares, equal to 1.04% of portfolio, with an estimated market value of $4.4M.

What does the chart on this AAPL ownership page compare?

The chart compares Syverson Strege & Co'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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