SEC 13F Intelligence

Pinnacle Associates Ltd / AAPL

Pinnacle Associates Ltd’s Apple Inc Position

Does Pinnacle Associates Ltd own Apple Inc (AAPL)? Yes — 1.22M shares worth $311M (+3.99% of its 13F portfolio) as of Q1 2026, down from 1.23M shares the prior filed quarter.

Position Value
$311M
Q1 2026
Shares
1.22M
% of Portfolio
+3.99%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $63MQ4 ’18Q1 ’19: $74MQ2 ’19: $80MQ3 ’19: $122MQ4 ’19: $134MQ4 ’19Q1 ’20: $113MQ2 ’20: $153MQ3 ’20: $148MQ4 ’20: $157MQ4 ’20Q1 ’21: $146MQ2 ’21: $161MQ3 ’21: $168MQ4 ’21: $219MQ4 ’21Q1 ’22: $220MQ2 ’22: $166MQ3 ’22: $171MQ4 ’22: $165MQ4 ’22Q1 ’23: $213MQ2 ’23: $261MQ3 ’23: $230MQ4 ’23: $258MQ4 ’23Q1 ’24: $227MQ2 ’24: $283MQ3 ’24: $258MQ4 ’24: $339MQ4 ’24Q1 ’25: $299MQ2 ’25: $264MQ3 ’25: $319MQ4 ’25: $335MQ4 ’25Q1 ’26: $311Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.22M$311M+3.99%
Q4 20251.23M$335M+4.30%
Q3 20251.25M$319M+4.24%
Q2 20251.29M$264M+3.83%
Q1 20251.35M$299M+4.38%
Q4 20241.35M$339M+4.60%
Q3 20241.34M$258M+4.38%
Q2 20241.34M$283M+4.43%
Q1 20241.32M$227M+3.58%
Q4 20231.34M$258M+4.33%
Q3 20231.34M$230M+4.27%
Q2 20231.34M$261M+4.52%
Q1 20231.29M$213M+4.36%
Q4 20221.27M$165M+3.59%
Q3 20221.24M$171M+3.93%
Q2 20221.21M$166M+3.62%
Q1 20221.26M$220M+3.90%
Q4 20211.23M$219M+3.77%
Q3 20211.18M$168M+3.09%
Q2 20211.18M$161M+2.91%
Q1 20211.20M$146M+2.79%
Q4 20201.18M$157M+3.18%
Q3 20201.28M$148M+3.52%
Q2 2020420.3K$153M+3.78%
Q1 2020446.0K$113M+3.44%
Q4 2019456.0K$134M+2.93%
Q3 2019546.9K$122M+2.89%
Q2 2019404.5K$80M+1.87%
Q1 2019390.7K$74M+1.68%
Q4 2018402.0K$63M+1.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pinnacle Associates Ltd’s full portfolio or all institutional holders of AAPL.