Form 13-F position report

APPLE INC

Reported by N E W Advisory Services LLC

Company profile Manager portfolio Source filing
AAPL CUSIP 037833100 Manager CIK 0001803456
Latest reported change

Reported 67,637 shares, down 1,654 (2.4%) from the prior quarter.

Reported value -8.9%; share count -2.4% vs. the prior quarter.

Reduced
% of reported 13F value 1.28% This manager · Q1 2026
Shares 67,637 Quarter-end amount reported
Reported value $17,165,534 Fair value at quarter end
Consecutive quarters held 24 Through Q1 2026

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.

Manager history

Quarterly position history

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

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 73,976 +6,339 (9.4%) 1.43% $21,405,768 2026-08-06
Q1 2026 Reduced 67,637 -1,654 (-2.4%) 1.28% $17,165,534 2026-05-05
Q4 2025 Added 69,291 +15,620 (29.1%) 1.39% $18,837,325 2026-01-28
Q3 2025 Reduced 53,671 -831 (-1.5%) 1.22% $13,666,230 2025-10-27
Q2 2025 Reduced 54,502 -34,534 (-38.8%) 1.09% $11,182,096 2025-08-18
Q1 2025 Added 89,036 +21,990 (32.8%) 1.51% $19,777,624 2025-05-07
Q4 2024 Reduced 67,046 -617 (-0.9%) 1.59% $16,789,788 2025-01-24
Q3 2024 Reduced 67,663 -2,852 (-4.0%) 1.55% $15,765,489 2024-10-31
Q2 2024 Added 70,515 +2,220 (3.3%) 1.6% $14,851,550 2024-08-05
Q1 2024 Added 68,295 +728 (1.1%) 1.3% $11,712,219 2024-04-24
Q4 2023 Added 67,567 +1,822 (2.8%) 1.57% $13,008,458 2024-02-06
Q3 2023 Added 65,745 +12,471 (23.4%) 1.6% $11,256,597 2023-11-06
Q2 2023 Reduced 53,274 -2,539 (-4.5%) 1.44% $10,333,626 2023-08-04
Q1 2023 Reduced 55,813 -4,398 (-7.3%) 1.34% $9,203,707 2023-05-10
Q4 2022 Added 60,211 +5,590 (10.2%) 1.22% $7,823,176 2023-02-13
Q3 2022 Reduced 54,621 -5,933 (-9.8%) 1.37% $7,549,000 2022-11-14
Q2 2022 Added 60,554 +6,540 (12.1%) 1.45% $8,279,000 2022-08-01
Q1 2022 Reduced 54,014 -232 (-0.4%) 1.25% $6,596,000 2022-04-11
Q4 2021 Reduced 54,246 -535 (-1.0%) 1.45% $9,632,000 2022-01-18
Q3 2021 Added 54,781 +512 (0.9%) 1.26% $7,752,000 2021-10-13
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Institutional context

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
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Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 05, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

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.