AAPL — APPLE INC COM

Ownership history in WINDWARD CAPITAL MANAGEMENT CO /CA  ·  75 quarters on record

AI Ownership Summary

WINDWARD CAPITAL MANAGEMENT CO /CA reported APPLE INC COM (AAPL) in 75 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 19.34% in 2024 Q4. The latest visible filing shows AAPL at 16.73% 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 WINDWARD CAPITAL MANAGEMENT CO /CA'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 16.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.34% 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.

AAPL stock page WINDWARD CAPITAL MANAGEMENT CO /CA fund profile WINDWARD CAPITAL MANAGEMENT CO /CA full holdings
How WINDWARD CAPITAL MANAGEMENT CO /CA 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 776,677 -28,517 -3.5% 16.73% $211.1M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 805,194 -24,650 -3.0% 16.35% $205.0M 2025-10-30 $270.88
2025 Q2 REDUCED 829,844 -6,304 -0.8% 14.45% $170.3M 2025-08-12 $229.21
2025 Q1 REDUCED 836,148 -174,032 -17.2% 16.02% $185.7M 2025-05-13 $212.28
2024 Q4 REDUCED 1,010,180 -14,039 -1.4% 19.34% $253.0M 2025-01-27 $228.61
2024 Q3 ADDED 1,024,219 +48,284 +4.9% 18.21% $238.6M 2024-11-01 $221.46
2024 Q2 REDUCED 975,935 -28,589 -2.8% 17.30% $205.6M 2024-08-06 $205.64
2024 Q1 REDUCED 1,004,524 -11,275 -1.1% 14.38% $172.3M 2024-05-07 $180.75
2023 Q4 REDUCED 1,015,799 -2,161 -0.2% 16.72% $195.6M 2024-01-16 $181.74
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

Hoffman, Alan N Investment Management 3Y 51.82% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 14.06% Employees Provident Fund Board 10.43% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.32% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 8.79% Sage Capital Advisors,llc 3Y 7Y 8.57% NEVILLE RODIE & SHAW INC 3Y 7Y 8.17% Bath Savings Trust Co 3Y 7Y 7.27% DWR WEALTH MANAGEMENT, LLC 6.96% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 6.67%

FAQ About WINDWARD CAPITAL MANAGEMENT CO /CA and AAPL

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

How long has WINDWARD CAPITAL MANAGEMENT CO /CA reported owning AAPL?

WINDWARD CAPITAL MANAGEMENT CO /CA reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in WINDWARD CAPITAL MANAGEMENT CO /CA's portfolio?

The largest reported portfolio weight for AAPL was 19.34% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when WINDWARD CAPITAL MANAGEMENT CO /CA reported 776,677 shares, equal to 16.73% of portfolio, with an estimated market value of $211.1M.

What does the chart on this AAPL ownership page compare?

The chart compares WINDWARD CAPITAL MANAGEMENT CO /CA'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.

← Back to WINDWARD CAPITAL MANAGEMENT CO /CA Holdings