Form 13-F position report

APPLE INC

Reported by Madrona Financial Services LLC

AAPL CUSIP 037833100 Manager CIK 0001578370

Reported 38,645 shares, down 172 (0.4%) from the prior quarter.

Reported value 6.3%; share count -0.4% vs. the prior quarter.

Reduced
% of reported 13F value 2.24% This manager · Q4 2025
Shares 38,645 Quarter-end amount reported
Reported value $10,506,002 Fair value at quarter end
Consecutive quarters held 45 Through Q4 2025

Reported position value by 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.

Reported position value by quarter
Date Holding Value
2021-12-31 2649000
2022-03-31 2583000
2022-06-30 2055000
2022-09-30 2026000
2022-12-31 1895743
2023-03-31 3180470
2023-06-30 3739827
2023-09-30 6282278
2023-12-31 6966319
2024-03-31 6362553
2024-06-30 7770543
2024-09-30 9633039
2024-12-31 10047012
2025-03-31 8329166
2025-06-30 7978069
2025-09-30 9883964
2025-12-31 10506002
2026-03-31 10012059
2026-06-30 11462593
2026-09-30 14843841

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for APPLE INC held by Madrona Financial Services LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 44,573 +4,959 (12.5%) 2.3% $14,843,841 2026-10-23
Q2 2026 Added 39,614 +164 (0.4%) 2.11% $11,462,593 2026-07-17
Q1 2026 Added 39,450 +805 (2.1%) 2.19% $10,012,059 2026-04-14
Q4 2025 Reduced 38,645 -172 (-0.4%) 2.24% $10,506,002 2026-01-22
Q3 2025 Reduced 38,817 -68 (-0.2%) 2.18% $9,883,964 2025-10-22
Q2 2025 Added 38,885 +1,388 (3.7%) 1.91% $7,978,069 2025-07-18
Q1 2025 Reduced 37,497 -2,624 (-6.5%) 2.29% $8,329,166 2025-04-23
Q4 2024 Reduced 40,121 -1,223 (-3.0%) 2.74% $10,047,012 2025-01-17
Q3 2024 Added 41,344 +4,450 (12.1%) 2.68% $9,633,039 2024-10-17
Q2 2024 Reduced 36,894 -210 (-0.6%) 2.39% $7,770,543 2024-07-19
Q1 2024 Added 37,104 +921 (2.5%) 2.22% $6,362,553 2024-04-19
Q4 2023 Reduced 36,183 -510 (-1.4%) 2.75% $6,966,319 2024-01-25
Q3 2023 Added 36,693 +17,413 (90.3%) 2.87% $6,282,278 2023-10-16
Q2 2023 Reduced 19,280 -7 (0.0%) 1.83% $3,739,827 2023-07-18
Q1 2023 Added 19,287 +4,697 (32.2%) 1.71% $3,180,470 2023-05-11
Q4 2022 Reduced 14,590 -67 (-0.5%) 1.08% $1,895,743 2023-01-18
Q3 2022 Reduced 14,657 -375 (-2.5%) 1.25% $2,026,000 2022-10-14
Q2 2022 Added 15,032 +25 (0.2%) 1.2% $2,055,000 2022-07-27
Q1 2022 Added 15,007 +89 (0.6%) 1.27% $2,583,000 2022-04-20
Q4 2021 Added 14,918 +119 (0.8%) 1.12% $2,649,000 2022-02-10
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

6245 managers reported APPLE INC for Q4 2025.

Managers reporting APPLE INC in Q4 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 1,426,283,914 +26,856,752 5.62% $387,749,544,852 51 qtrs
BlackRock Inc Added 1,154,665,731 +8,333,457 5.31% $313,907,425,492 6 qtrs
STATE STREET CORPORATION Added 604,056,505 +6,555,392 5.51% $164,218,801,449 41 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 358,032,517 +1,866,103 5.99% $97,031,587,078 51 qtrs
FMR LLC Added 307,397,264 +4,143,183 4.26% $83,569,020,218 51 qtrs
MORGAN STANLEY Added 230,483,035 +1,379,651 3.74% $62,659,118,314 51 qtrs
BERKSHIRE HATHAWAY INC Reduced 227,917,808 -10,294,956 22.6% $61,961,735,283 40 qtrs
JPMorgan Chase & Co Reduced 225,419,111 -11,236,420 3.85% $61,282,440,217 51 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 203,499,482 -9,255,571 5.97% $55,323,370,000 51 qtrs
Invesco Ltd Added 193,716,625 +120,213,537 4.97% $52,663,801,667 51 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2025
Filed
January 22, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
38,645

“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.