Reported 80,184 shares, up 13,702 (20.6%) from the prior quarter.
Reported value 37.5%; share count 20.6% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2023-06-30 | 9119694 |
| 2023-09-30 | 6159451 |
| 2023-12-31 | 0 |
| 2024-03-31 | 435731 |
| 2024-06-30 | 0 |
| 2025-03-31 | 12979056 |
| 2025-06-30 | 4314725 |
| 2025-09-30 | 5671629 |
| 2025-12-31 | 16092481 |
| 2026-03-31 | 16872467 |
| 2026-06-30 | 23202042 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Added | 80,184 | +13,702 (20.6%) | 2.28% | $23,202,042 | 2026-07-29 | |
| Q1 2026 | Added | 66,482 | +7,288 (12.3%) | 1.93% | $16,872,467 | 2026-05-04 | |
| Q4 2025 | Added | 59,194 | +36,920 (165.8%) | 1.87% | $16,092,481 | 2026-02-09 | |
| Q3 2025 | Added | 22,274 | +1,244 (5.9%) | 0.66% | $5,671,629 | 2025-11-14 | |
| Q2 2025 | Reduced | 21,030 | -37,400 (-64.0%) | 0.55% | $4,314,725 | 2025-08-06 | |
| Q1 2025 | New | 58,430 | +58,430 (0.0%) | 1.88% | $12,979,056 | 2025-04-30 | |
| Q2 2024 | Reduced | 0 | -2,541 (-100.0%) | 0 | $0 | 2024-08-09 | |
| Q1 2024 | New | 2,541 | +2,541 (0.0%) | 0.06% | $435,731 | 2024-05-03 | |
| Q4 2023 | Reduced | 0 | -35,976 (-100.0%) | 0 | $0 | 2024-02-06 | |
| Q3 2023 | Reduced | 35,976 | -11,040 (-23.5%) | 0.97% | $6,159,451 | 2023-11-01 | |
| Q2 2023 | New | 47,016 | +47,016 (0.0%) | 1.34% | $9,119,694 | 2023-08-11 |
Who else reported the position
6272 managers reported APPLE INC for Q2 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Added | 1,162,996,939 | +18,301,514 | 5.0% | $336,524,794,350 | 8 qtrs |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | 959,107,911 | +5,260,263 | 5.93% | $277,527,465,127 | 2 qtrs |
| STATE STREET CORPORATION | Added | 615,129,929 | +12,788,520 | 5.26% | $177,993,996,255 | 43 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 371,336,543 | +2,719,589 | 5.72% | $107,174,641,700 | 53 qtrs |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | 334,119,156 | +2,682,101 | 4.36% | $96,680,718,979 | 2 qtrs |
| FMR LLC | Added | 325,348,754 | +17,906,714 | 4.09% | $94,142,915,411 | 53 qtrs |
| MORGAN STANLEY | Reduced | 242,614,238 | -1,860,484 | 3.71% | $70,202,856,513 | 53 qtrs |
| BERKSHIRE HATHAWAY INC | Unchanged | 227,917,808 | 0 | 22.04% | $65,950,296,923 | 42 qtrs |
| JPMorgan Chase & Co | Reduced | 228,762,008 | -2,860,133 | 3.57% | $64,451,408,654 | 53 qtrs |
| NORGES BANK | New | 190,726,866 | +190,726,866 | 5.5% | $55,188,725,946 | 53 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2026
- Filed
- July 29, 2026
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 80,184
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.