SEC 13F Intelligence

James Investment Research, Inc. / AAPL

James Investment Research, Inc.’s Apple Inc Position

Does James Investment Research, Inc. own Apple Inc (AAPL)? Yes — 114.8K shares worth $29M (+3.27% of its 13F portfolio) as of Q1 2026, down from 123.8K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
114.8K
% of Portfolio
+3.27%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $26MQ2 ’19: $27MQ3 ’19: $29MQ4 ’19: $33MQ4 ’19Q1 ’20: $24MQ2 ’20: $33MQ3 ’20: $37MQ4 ’20: $33MQ4 ’20Q1 ’21: $26MQ2 ’21: $32MQ3 ’21: $32MQ4 ’21: $38MQ4 ’21Q1 ’22: $36MQ2 ’22: $27MQ3 ’22: $27MQ4 ’22: $20MQ4 ’22Q1 ’23: $25MQ2 ’23: $30MQ3 ’23: $27MQ4 ’23: $29MQ4 ’23Q1 ’24: $25MQ2 ’24: $30MQ3 ’24: $32MQ4 ’24: $34MQ4 ’24Q1 ’25: $29MQ2 ’25: $26MQ3 ’25: $32MQ4 ’25: $34MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026114.8K$29M+3.27%
Q4 2025123.8K$34M+3.68%
Q3 2025126.0K$32M+3.51%
Q2 2025128.2K$26M+3.13%
Q1 2025130.5K$29M+3.68%
Q4 2024134.2K$34M+4.00%
Q3 2024136.5K$32M+3.67%
Q2 2024140.6K$30M+3.53%
Q1 2024143.6K$25M+2.93%
Q4 2023152.2K$29M+3.68%
Q3 2023156.8K$27M+3.54%
Q2 2023156.9K$30M+3.89%
Q1 2023154.0K$25M+3.36%
Q4 2022156.7K$20M+2.85%
Q3 2022194.5K$27M+3.84%
Q2 2022197.4K$27M+3.61%
Q1 2022205.3K$36M+3.76%
Q4 2021215.3K$38M+3.50%
Q3 2021227.5K$32M+2.99%
Q2 2021230.5K$32M+2.70%
Q1 2021210.3K$26M+2.33%
Q4 2020249.9K$33M+2.98%
Q3 2020323.1K$37M+3.46%
Q2 202091.3K$33M+3.11%
Q1 202093.2K$24M+2.45%
Q4 2019113.7K$33M+2.33%
Q3 2019129.7K$29M+2.11%
Q2 2019136.4K$27M+1.96%
Q1 2019135.0K$26M+1.67%
Q4 201855.5K$9M+0.55%

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