AAPL AAPL

Ownership history in VAUGHAN & Co SECURITIES, INC.  ·  22 quarters on record

AI Ownership Summary

VAUGHAN & Co SECURITIES, INC. reported AAPL (AAPL) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.69% in 2024 Q4. The latest visible filing shows AAPL at 1.09% 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 VAUGHAN & Co SECURITIES, INC.'s position in AAPL, 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 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% 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 VAUGHAN & Co SECURITIES, INC. 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 ADDED 7,732 +736 +10.5% 1.09% $2.1M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 6,996 -3,844 -35.5% 0.95% $1.8M 2025-10-17 $251.81
2025 Q2 REDUCED 10,840 -200 -1.8% 1.28% $2.2M 2025-07-22 $213.75
2025 Q1 REDUCED 11,040 -181 -1.6% 1.52% $2.5M 2025-04-29 $210.29
2024 Q4 REDUCED 11,221 -203 -1.8% 1.69% $2.8M 2025-01-27 $228.61
2024 Q3 REDUCED 11,424 -134 -1.2% 1.57% $2.7M 2024-10-31 $224.44
2024 Q2 REDUCED 11,558 -1,058 -8.4% 1.54% $2.4M 2024-07-30 $217.12
2024 Q1 REDUCED 12,616 -84 -0.7% 1.38% $2.2M 2024-05-01 $167.77
2023 Q4 ADDED 12,700 +362 +2.9% 1.64% $2.4M 2024-01-26 $190.44
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VAUGHAN & Co SECURITIES, 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 VAUGHAN & Co SECURITIES, INC. reported owning AAPL?

VAUGHAN & Co SECURITIES, INC. reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in VAUGHAN & Co SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for AAPL was 1.69% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when VAUGHAN & Co SECURITIES, INC. reported 7,732 shares, equal to 1.09% of portfolio, with an estimated market value of $2.1M.

What does the chart on this AAPL ownership page compare?

The chart compares VAUGHAN & Co SECURITIES, 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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