SEC 13F Intelligence

Valley National Advisers Inc / AAPL

Valley National Advisers Inc’s Apple Inc Position

Does Valley National Advisers Inc own Apple Inc (AAPL)? Yes104.1K shares worth $26M (+3.42% of its 13F portfolio) as of Q1 2026, down from 105.5K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
104.1K
% of Portfolio
+3.42%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $12MQ4 ’19: $16MQ4 ’19Q1 ’20: $12MQ2 ’20: $17MQ3 ’20: $21MQ4 ’20: $24MQ4 ’20Q1 ’21: $21MQ2 ’21: $24MQ3 ’21: $25MQ4 ’21: $31MQ4 ’21Q1 ’22: $30MQ2 ’22: $25MQ3 ’22: $25MQ4 ’22: $23MQ4 ’22Q1 ’23: $29MQ2 ’23: $33MQ3 ’23: $29MQ4 ’23: $33MQ4 ’23Q1 ’24: $25MQ2 ’24: $30MQ3 ’24: $28MQ4 ’24: $30MQ4 ’24Q1 ’25: $25MQ2 ’25: $23MQ3 ’25: $24MQ4 ’25: $29MQ4 ’25Q1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026104.1K$26M+3.42%
Q4 2025105.5K$29M+3.97%
Q3 202596.1K$24M+3.79%
Q2 2025110.5K$23M+3.70%
Q1 2025111.0K$25M+4.45%
Q4 2024121.8K$30M+5.48%
Q3 2024119.4K$28M+5.02%
Q2 2024143.8K$30M+4.50%
Q1 2024148.6K$25M+3.85%
Q4 2023173.0K$33M+5.29%
Q3 2023171.3K$29M+5.12%
Q2 2023172.7K$33M+5.63%
Q1 2023173.1K$29M+5.03%
Q4 2022173.6K$23M+4.16%
Q3 2022175.0K$25M+5.24%
Q2 2022172.9K$25M+5.34%
Q1 2022173.8K$30M+5.81%
Q4 2021173.3K$31M+5.68%
Q3 2021173.5K$25M+4.44%
Q2 2021173.0K$24M+4.32%
Q1 2021172.5K$21M+4.12%
Q4 2020178.3K$24M+4.96%
Q3 2020183.1K$21M+4.85%
Q2 202047.0K$17M+3.95%
Q1 202048.7K$12M+3.43%
Q4 201952.9K$16M+3.88%
Q3 201953.0K$12M+3.26%
Q2 201953.0K$10M+2.88%
Q1 201955.2K$10M+3.01%
Q4 201856.0K$9M+2.87%

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