Reported 660,017 shares, up 128,039 (24.1%) from the prior quarter.
Reported value 15.8%; share count 24.1% 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 |
|---|---|
| 2021-09-30 | 12090029 |
| 2021-12-31 | 17953621 |
| 2022-03-31 | 21178124 |
| 2022-06-30 | 16995158 |
| 2022-09-30 | 20609575 |
| 2022-12-31 | 17428752 |
| 2023-03-31 | 22293554 |
| 2023-06-30 | 28262115 |
| 2023-09-30 | 28016797 |
| 2023-12-31 | 32505195 |
| 2024-03-31 | 26748072 |
| 2024-06-30 | 42796364 |
| 2024-09-30 | 59508261 |
| 2024-12-31 | 71722187 |
| 2025-03-31 | 81889173 |
| 2025-06-30 | 104124886 |
| 2025-09-30 | 138461578 |
| 2025-12-31 | 144623639 |
| 2026-03-31 | 167505664 |
| 2026-06-30 | 196906849 |
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 | 680,491 | +20,474 (3.1%) | 2.16% | $196,906,849 | 2026-08-12 | |
| Q1 2026 | Added | 660,017 | +128,039 (24.1%) | 2.13% | $167,505,664 | 2026-05-15 | |
| Q4 2025 | Reduced | 531,978 | -11,798 (-2.2%) | 2.12% | $144,623,639 | 2026-02-13 | |
| Q3 2025 | Added | 543,776 | +36,271 (7.1%) | 2.11% | $138,461,578 | 2025-11-14 | |
| Q2 2025 | Added | 507,505 | +138,851 (37.7%) | 2.35% | $104,124,886 | 2025-08-13 | |
| Q1 2025 | Added | 368,654 | +82,246 (28.7%) | 2.29% | $81,889,173 | 2025-05-14 | |
| Q4 2024 | Added | 286,408 | +31,008 (12.1%) | 2.51% | $71,722,187 | 2025-02-12 | |
| Q3 2024 | Added | 255,400 | +52,208 (25.7%) | 2.33% | $59,508,261 | 2024-11-12 | |
| Q2 2024 | Added | 203,192 | +47,208 (30.3%) | 1.95% | $42,796,364 | 2024-07-31 | |
| Q1 2024 | Reduced | 155,984 | -12,848 (-7.6%) | 1.58% | $26,748,072 | 2024-04-24 | |
| Q4 2023 | Added | 168,832 | +5,192 (3.2%) | 2.12% | $32,505,195 | 2024-02-06 | |
| Q3 2023 | Added | 163,640 | +17,936 (12.3%) | 2.07% | $28,016,797 | 2023-11-07 | |
| Q2 2023 | Added | 145,704 | +10,510 (7.8%) | 2.06% | $28,262,115 | 2023-08-11 | |
| Q1 2023 | Added | 135,194 | +1,054 (0.8%) | 1.95% | $22,293,554 | 2023-05-03 | |
| Q4 2022 | Reduced | 134,140 | -14,989 (-10.1%) | 1.64% | $17,428,752 | 2023-02-07 | |
| Q3 2022 | Added | 149,129 | +24,823 (20.0%) | 1.95% | $20,609,575 | 2022-11-15 | |
| Q2 2022 | Added | 124,306 | +3,018 (2.5%) | 1.59% | $16,995,158 | 2022-08-12 | |
| Q1 2022 | Added | 121,288 | +20,181 (20.0%) | 1.65% | $21,178,124 | 2022-05-10 | |
| Q4 2021 | Added | 101,107 | +15,665 (18.3%) | 1.37% | $17,953,621 | 2022-02-07 | |
| Q3 2021 | Added | 85,442 | +41,109 (92.7%) | 1.04% | $12,090,029 | 2021-11-08 | |
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Who else reported the position
6251 managers reported APPLE INC for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Reduced | 1,144,695,425 | -9,970,306 | 5.08% | $290,512,251,859 | 7 qtrs |
| VANGUARD CAPITAL MANAGEMENT LLC | New | 953,847,648 | +953,847,648 | 5.99% | $242,076,924,860 | 1 qtr |
| STATE STREET CORPORATION | Reduced | 602,341,409 | -1,715,096 | 5.28% | $152,868,226,190 | 42 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 368,616,954 | +10,584,437 | 5.8% | $93,304,547,364 | 52 qtrs |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New | 331,437,055 | +331,437,055 | 4.39% | $84,115,410,189 | 1 qtr |
| FMR LLC | Added | 307,442,040 | +44,776 | 4.11% | $78,025,715,113 | 52 qtrs |
| MORGAN STANLEY | Added | 244,474,722 | +13,991,687 | 3.74% | $62,045,240,497 | 52 qtrs |
| BERKSHIRE HATHAWAY INC | Unchanged | 227,917,808 | 0 | 21.99% | $57,843,260,493 | 41 qtrs |
| JPMorgan Chase & Co | Added | 231,622,141 | +6,203,030 | 3.67% | $57,124,969,118 | 52 qtrs |
| PRICE T ROWE ASSOCIATES INC MD | Reduced | 200,426,620 | -3,072,862 | 5.88% | $50,866,273,000 | 52 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- May 15, 2026
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 660,017
“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.