Reported 76,077 shares, up 5,172 (7.3%) from the prior quarter.
Reported value 0.2%; share count 7.3% 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 | 11486000 |
| 2021-12-31 | 14188000 |
| 2022-03-31 | 14024000 |
| 2022-06-30 | 10935000 |
| 2022-09-30 | 9436000 |
| 2022-12-31 | 8796764 |
| 2023-03-31 | 11066178 |
| 2023-06-30 | 12834008 |
| 2023-09-30 | 11503291 |
| 2023-12-31 | 13146229 |
| 2024-03-31 | 11628770 |
| 2024-06-30 | 14300392 |
| 2024-09-30 | 15785762 |
| 2024-12-31 | 15975761 |
| 2025-03-31 | 14112692 |
| 2025-06-30 | 12955289 |
| 2025-09-30 | 17970971 |
| 2025-12-31 | 19276324 |
| 2026-03-31 | 19307545 |
| 2026-06-30 | 20076186 |
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 | Reduced | 69,381 | -6,696 (-8.8%) | 2.82% | $20,076,186 | 2026-08-07 | |
| Q1 2026 | Added | 76,077 | +5,172 (7.3%) | 2.83% | $19,307,545 | 2026-05-05 | |
| Q4 2025 | Added | 70,905 | +328 (0.5%) | 3.56% | $19,276,324 | 2026-02-06 | |
| Q3 2025 | Added | 70,577 | +7,433 (11.8%) | 3.6% | $17,970,971 | 2025-11-13 | |
| Q2 2025 | Reduced | 63,144 | -389 (-0.6%) | 2.88% | $12,955,289 | 2025-08-11 | |
| Q1 2025 | Reduced | 63,533 | -263 (-0.4%) | 2.67% | $14,112,692 | 2025-04-29 | |
| Q4 2024 | Reduced | 63,796 | -3,954 (-5.8%) | 2.9% | $15,975,761 | 2025-02-07 | |
| Q3 2024 | Reduced | 67,750 | -147 (-0.2%) | 3.09% | $15,785,762 | 2024-10-08 | |
| Q2 2024 | Added | 67,897 | +83 (0.1%) | 3.11% | $14,300,392 | 2024-07-12 | |
| Q1 2024 | Reduced | 67,814 | -468 (-0.7%) | 2.59% | $11,628,770 | 2024-04-18 | |
| Q4 2023 | Added | 68,282 | +1,094 (1.6%) | 3.16% | $13,146,229 | 2024-02-05 | |
| Q3 2023 | Added | 67,188 | +1,023 (1.5%) | 3.01% | $11,503,291 | 2023-10-23 | |
| Q2 2023 | Reduced | 66,165 | -943 (-1.4%) | 3.38% | $12,834,008 | 2023-07-24 | |
| Q1 2023 | Reduced | 67,108 | -596 (-0.9%) | 3.09% | $11,066,178 | 2023-04-24 | |
| Q4 2022 | Reduced | 67,704 | -571 (-0.8%) | 2.56% | $8,796,764 | 2023-01-13 | |
| Q3 2022 | Reduced | 68,275 | -11,703 (-14.6%) | 2.81% | $9,436,000 | 2022-10-17 | |
| Q2 2022 | Reduced | 79,978 | -341 (-0.4%) | 3.27% | $10,935,000 | 2022-07-21 | |
| Q1 2022 | Added | 80,319 | +420 (0.5%) | 3.7% | $14,024,000 | 2022-04-13 | |
| Q4 2021 | Reduced | 79,899 | -1,274 (-1.6%) | 3.72% | $14,188,000 | 2022-01-27 | |
| Q3 2021 | Added | 81,173 | +599 (0.7%) | 3.33% | $11,486,000 | 2021-11-12 | |
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Who else reported the position
6257 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 05, 2026
- Filing type
- 13F-HR
- Position type
- Stock
Voting authority reported
- Sole
- 14,250
- Shared
- 0
- None
- 61,826
“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.