AAPL Apple Inc COM

Ownership history in Verity & Verity, LLC  ·  43 quarters on record

AI Ownership Summary

Verity & Verity, LLC reported Apple Inc COM (AAPL) in 43 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.13% in 2023 Q4. The latest visible filing shows AAPL at 2.62% 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 Verity & Verity, 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 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.13% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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 Verity & Verity, 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 124,034 -671 -0.5% 2.62% $33.7M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 124,705 +794 +0.6% 2.54% $31.8M 2025-10-21 $262.27
2025 Q2 REDUCED 123,911 -88 -0.1% 2.19% $25.4M 2025-08-12 $229.21
2025 Q1 REDUCED 123,999 -1,605 -1.3% 2.42% $27.5M 2025-04-16 $193.43
2024 Q4 ADDED 125,604 +5,631 +4.7% 2.87% $31.5M 2025-01-15 $236.58
2024 Q3 ADDED 119,973 +2,745 +2.3% 2.74% $28.0M 2024-11-07 $226.00
2024 Q2 REDUCED 117,228 -21,844 -15.7% 2.74% $24.7M 2024-08-08 $211.67
2023 Q4 ADDED 139,072 +151 +0.1% 3.13% $26.8M 2024-02-12 $185.46
2023 Q3 ADDED 138,921 +331 +0.2% 3.11% $24.4M 2023-10-19 $173.43
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Verity & Verity, 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 Verity & Verity, LLC reported owning AAPL?

Verity & Verity, LLC reported AAPL across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AAPL position in Verity & Verity, LLC's portfolio?

The largest reported portfolio weight for AAPL was 3.13% in 2023 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Verity & Verity, LLC reported 124,034 shares, equal to 2.62% of portfolio, with an estimated market value of $33.7M.

What does the chart on this AAPL ownership page compare?

The chart compares Verity & Verity, 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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