SEC 13F Intelligence

Monarch Capital Management Inc / AAPL

Monarch Capital Management Inc’s Apple Inc Position

Does Monarch Capital Management Inc own Apple Inc (AAPL)? Yes — 59.8K shares worth $15M (+3.71% of its 13F portfolio) as of Q1 2026, down from 62.8K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
59.8K
% of Portfolio
+3.71%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $5MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $8MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $12MQ4 ’21: $15MQ4 ’21Q1 ’22: $15MQ2 ’22: $11MQ3 ’22: $11MQ4 ’22: $10MQ4 ’22Q1 ’23: $12MQ2 ’23: $14MQ3 ’23: $12MQ4 ’23: $13MQ4 ’23Q1 ’24: $11MQ2 ’24: $14MQ3 ’24: $15MQ4 ’24: $16MQ4 ’24Q1 ’25: $14MQ2 ’25: $14MQ3 ’25: $17MQ4 ’25: $17MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202659.8K$15M+3.71%
Q4 202562.8K$17M+4.19%
Q3 202565.1K$17M+4.06%
Q2 202567.0K$14M+3.69%
Q1 202564.0K$14M+3.95%
Q4 202465.8K$16M+4.52%
Q3 202465.6K$15M+4.11%
Q2 202465.0K$14M+4.02%
Q1 202467.0K$11M+3.24%
Q4 202367.0K$13M+3.91%
Q3 202369.5K$12M+3.82%
Q2 202370.4K$14M+4.14%
Q1 202372.8K$12M+3.69%
Q4 202273.9K$10M+2.95%
Q3 202281.4K$11M+3.67%
Q2 202283.9K$11M+3.42%
Q1 202284.6K$15M+3.91%
Q4 202186.2K$15M+3.92%
Q3 202184.9K$12M+3.34%
Q2 202179.4K$11M+3.11%
Q1 202179.5K$10M+2.88%
Q4 202079.9K$11M+3.34%
Q3 202083.2K$10M+3.35%
Q2 202021.8K$8M+2.90%
Q1 202022.7K$6M+2.35%
Q4 201922.7K$7M+2.18%
Q3 201922.6K$5M+1.77%
Q2 201922.4K$4M+1.59%
Q1 201922.4K$4M+1.54%
Q4 201821.9K$3M+1.40%

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