Reported 11,851 shares, down 7 (0.1%) from the prior quarter.
Reported value -6.7%; share count -0.1% 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 |
|---|---|
| 2023-12-31 | 2652775 |
| 2024-03-31 | 2232256 |
| 2024-06-30 | 2798542 |
| 2024-09-30 | 2923228 |
| 2024-12-31 | 3092113 |
| 2025-03-31 | 2698675 |
| 2025-06-30 | 2492224 |
| 2025-09-30 | 3075644 |
| 2025-12-31 | 3223790 |
| 2026-03-31 | 3007566 |
| 2026-06-30 | 3436987 |
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 | 11,878 | +27 (0.2%) | 4.44% | $3,436,987 | 2026-07-29 | |
| Q1 2026 | Reduced | 11,851 | -7 (-0.1%) | 4.52% | $3,007,566 | 2026-05-05 | |
| Q4 2025 | Reduced | 11,858 | -221 (-1.8%) | 4.87% | $3,223,790 | 2026-02-09 | |
| Q3 2025 | Reduced | 12,079 | -68 (-0.6%) | 4.77% | $3,075,644 | 2025-11-04 | |
| Q2 2025 | Reduced | 12,147 | -2 (0.0%) | 4.15% | $2,492,224 | 2025-08-13 | |
| Q1 2025 | Reduced | 12,149 | -199 (-1.6%) | 4.76% | $2,698,675 | 2025-05-09 | |
| Q4 2024 | Reduced | 12,348 | -198 (-1.6%) | 5.6% | $3,092,113 | 2025-01-28 | |
| Q3 2024 | Reduced | 12,546 | -741 (-5.6%) | 5.72% | $2,923,228 | 2024-11-14 | |
| Q2 2024 | Added | 13,287 | +269 (2.1%) | 6.35% | $2,798,542 | 2024-08-14 | |
| Q1 2024 | Reduced | 13,018 | -761 (-5.5%) | 6.27% | $2,232,256 | 2024-05-02 | |
| Q4 2023 | New | 13,779 | +13,779 (0.0%) | 8.66% | $2,652,775 | 2024-02-06 |
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 05, 2026
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 4,354
- Shared
- 0
- None
- 7,497
“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.