SHUTTLEWORTH & Co AAPL APPLE INC

Ownership history in SHUTTLEWORTH & Co  ·  3 quarters on record

AI Ownership Summary

SHUTTLEWORTH & Co reported APPLE INC (AAPL) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 4.23% in 2025 Q4. The latest visible filing shows AAPL at 3.90% 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.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHUTTLEWORTH & 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
2026 Q1

AAPL was reported at 3.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.23% 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
2025 Q3 to 2026 Q1

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 SHUTTLEWORTH & 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 16,978 -30 -0.2% 3.90% $4.3M 2026-05-20 $302.25
2025 Q4 REDUCED 5.2% -6.6% 17,008 -930 -5.2% 4.23% $4.6M 2026-02-13 $255.54
2025 Q3 INITIATED 17,938 4.14% $4.6M 2025-11-17 $266.96

FAQ About SHUTTLEWORTH & 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 SHUTTLEWORTH & Co reported owning AAPL?

SHUTTLEWORTH & Co reported AAPL across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

The largest reported portfolio weight for AAPL was 4.23% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when SHUTTLEWORTH & Co reported 16,978 shares, equal to 3.90% of portfolio, with an estimated market value of $4.3M.

What does the chart on this AAPL ownership page compare?

The chart compares SHUTTLEWORTH & 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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