Weekly Briefing · Sep 21–27, 2026
AAPL ranks #1 in conviction. How much of that signal rests on Duan Yongping?
One stock, examined through the ownership behavior of great investors. Fresh ownership context, newly public portfolio moves, and congressional disclosures—only when the data changed.
The Conviction File
AAPL · APPLE INC
AAPL scores 84.1 across 21 tracked owners. Duan Yongping reports it at 41.1% of the portfolio, while no tracked manager bought and none sold in their latest available filings.
Why this stock, this week
AAPL combines a 84.1 conviction score with an unusually concentrated top owner.
- conviction score
- 84.1
- latest-filing owners
- 21
- latest top owner weight
- 41.1%
Who owns it with conviction
30 observed quarters · since 2018Q4
41.1%
latest reported weight · 2026Q2
40 observed quarters · since 2016Q3
22.0%
latest reported weight · 2026Q2
40 observed quarters · since 2016Q3
7.8%
latest reported weight · 2026Q2
9 observed quarters · since 2024Q2
5.3%
latest reported weight · 2026Q2
23 observed quarters · since 2020Q4
0.9%
latest reported weight · 2026Q2
Same-quarter ownership breadth
Bought
No tracked buyers
Sold
No tracked sellers
What the filing cannot tell us
13F filings are delayed snapshots of reportable U.S.-listed securities. They do not reveal purchase price, intent, shorts, private holdings, or trades made after quarter end.
Decision Brief
What changed in the evidence
New, non-repeating signals
Strongest disagreement
AMZN
Tracked managers split on AMZN: 7 bought or added while 5 trimmed or exited in 2026Q2.
Open the disagreement dossier →Outcome reversal
WBD
WBD's observed result flipped over the latest five sessions: the add is now supported versus SPY since disclosure.
Filed Sep 2, 2026 · 64d after quarter end
Open the decision timeline →Latticework Weekly
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Congress
Notable disclosures filed this week
Ranked by the low end of each statutory range
Purchase · BNS
Sheri Biggs (R) · traded Sep 1, 2026 · filed Sep 22, 2026
Sale (Full) · BNS
Sheri Biggs (R) · traded Aug 19, 2026 · filed Sep 22, 2026
Sale (Full) · New York, NY City COMB TX
Scott H. Peters (D) · traded Aug 31, 2026 · filed Sep 21, 2026
Purchase · Petaluma CA WASTE SWR UTIL
Scott H. Peters (D) · traded Aug 19, 2026 · filed Sep 21, 2026
Sale (Full) · AAPL
Pete Sessions (R) · traded Sep 22, 2026 · filed Sep 22, 2026
How to read this briefing
- The featured stock cannot repeat within 12 published editions; selection favors a fresh filing, a meaningful ownership tension, and a strong conviction signal.
- Decision Brief items use material choices from the eight-quarter Decision Timeline; each filing can enter the new-decision slot only in the week it became public.
- Disagreement and outcome-reversal story keys are held out for 12 editions after publication, so the weekly brief does not recycle the same observation.
- A move's filing date is when it became public; the trade may have occurred any time during the reported quarter.
- New weekly moves rank absolute portfolio-weight change, with reported position value used only as a tie-breaker.
- CCS changes compare the two latest complete score snapshots, not a seven-day price move.
- Congress amounts are statutory ranges, not exact transaction values.
Primary-source research, not investment advice.