Reported 37,829 shares, down 4,127 (9.8%) from the prior quarter.
Reported value -3.7%; share count -9.8% 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 |
|---|---|
| 2023-09-30 | 9843034 |
| 2023-12-31 | 10533124 |
| 2024-03-31 | 9823403 |
| 2024-06-30 | 11233418 |
| 2024-09-30 | 13078989 |
| 2024-12-31 | 16170872 |
| 2025-03-31 | 10002514 |
| 2025-06-30 | 8066053 |
| 2025-09-30 | 10683256 |
| 2025-12-31 | 10284192 |
| 2026-03-31 | 9986383 |
| 2026-06-30 | 11624170 |
| 2026-09-30 | 52735049 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 158,354 | +118,182 (294.2%) | 3.11% | $52,735,049 | 2026-10-30 | |
| Q2 2026 | Added | 40,172 | +823 (2.1%) | 1.11% | $11,624,170 | 2026-07-24 | |
| Q1 2026 | Added | 39,349 | +1,520 (4.0%) | 1.06% | $9,986,383 | 2026-04-20 | |
| Q4 2025 | Reduced | 37,829 | -4,127 (-9.8%) | 1.14% | $10,284,192 | 2026-01-26 | |
| Q3 2025 | Added | 41,956 | +2,642 (6.7%) | 1.38% | $10,683,256 | 2025-11-12 | |
| Q2 2025 | Reduced | 39,314 | -5,716 (-12.7%) | 1.16% | $8,066,053 | 2025-08-15 | |
| Q1 2025 | Reduced | 45,030 | -19,545 (-30.3%) | 1.44% | $10,002,514 | 2025-08-15 | |
| Q4 2024 | Added | 64,575 | +8,442 (15.0%) | 2.09% | $16,170,872 | 2025-08-15 | |
| Q3 2024 | Added | 56,133 | +2,798 (5.2%) | 1.63% | $13,078,989 | 2025-08-15 | |
| Q2 2024 | Reduced | 53,335 | -3,951 (-6.9%) | 1.57% | $11,233,418 | 2025-08-15 | |
| Q1 2024 | Added | 57,286 | +2,577 (4.7%) | 1.38% | $9,823,403 | 2025-08-15 | |
| Q4 2023 | Reduced | 54,709 | -2,782 (-4.8%) | 1.42% | $10,533,124 | 2025-08-15 | |
| Q3 2023 | New | 57,491 | +57,491 (0.0%) | 1.59% | $9,843,034 | 2025-08-15 |
Who else reported the position
6246 managers reported APPLE INC for 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 |
Filing details and methodology As reported
- Report period
- December 31, 2025
- Filed
- January 26, 2026
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 37,829
- Shared
- 0
- None
- 0
“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.