AAPL Apple Inc

Ownership history in True North Advisors, LLC  ·  17 quarters on record

AI Ownership Summary

True North Advisors, LLC reported Apple Inc (AAPL) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.32% in 2025 Q3. The latest visible filing shows AAPL at 10.60% 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 True North Advisors, LLC'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 10.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.32% in 2025 Q3

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 True North Advisors, LLC 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 301,690 -3,119 -1.0% 10.60% $82.0M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 304,809 +193,474 +173.8% 12.32% $77.6M 2025-10-14 $247.30
2025 Q2 ADDED 111,335 +2,982 +2.8% 4.38% $22.8M 2025-07-16 $209.52
2025 Q1 ADDED 108,353 +2,094 +2.0% 4.27% $24.1M 2025-05-12 $210.15
2024 Q4 ADDED 106,259 +5,937 +5.9% 6.27% $26.6M 2025-01-17 $228.73
2024 Q3 REDUCED 100,322 -19,588 -16.3% 6.12% $23.4M 2024-10-08 $224.30
2024 Q2 REDUCED 119,910 -10,291 -7.9% 6.75% $25.3M 2024-08-12 $216.11
2024 Q1 REDUCED 130,201 -5,188 -3.8% 6.16% $22.3M 2024-04-12 $174.96
2023 Q4 REDUCED 135,389 -3,175 -2.3% 6.69% $26.1M 2024-01-22 $191.90
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About True North Advisors, 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 True North Advisors, LLC reported owning AAPL?

True North Advisors, LLC reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in True North Advisors, LLC's portfolio?

The largest reported portfolio weight for AAPL was 12.32% in 2025 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when True North Advisors, LLC reported 301,690 shares, equal to 10.60% of portfolio, with an estimated market value of $82.0M.

What does the chart on this AAPL ownership page compare?

The chart compares True North Advisors, 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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