SEC 13F Intelligence

Smith Shellnut Wilson LLC /Adv / AAPL

Smith Shellnut Wilson LLC /Adv’s Apple Inc Position

Does Smith Shellnut Wilson LLC /Adv own Apple Inc (AAPL)? Yes — 34.8K shares worth $9M (+3.40% of its 13F portfolio) as of Q3 2025, up from 31.9K shares the prior filed quarter.

Position Value
$9M
Q3 2025
Shares
34.8K
% of Portfolio
+3.40%
Quarters Held
27
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $5MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $5MQ2 ’24: $7MQ3 ’24: $7MQ1 ’25: $7MQ1 ’25Q2 ’25: $7MQ3 ’25: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202534.8K$9M+3.40%
Q2 202531.9K$7M+2.84%
Q1 202532.2K$7M+3.27%
Q3 202432.0K$7M+3.37%
Q2 202432.0K$7M+3.27%
Q1 202432.0K$5M+2.91%
Q4 202332.0K$6M+3.53%
Q3 202332.0K$5M+3.35%
Q2 202332.1K$6M+3.51%
Q1 202332.6K$5M+3.27%
Q4 202232.6K$4M+2.62%
Q3 202233.7K$5M+3.09%
Q2 202236.1K$5M+3.06%
Q1 202236.1K$6M+3.30%
Q4 202137.8K$7M+3.32%
Q3 202137.8K$5M+3.10%
Q2 202132.1K$4M+2.56%
Q1 202135.5K$4M+2.65%
Q4 202036.2K$5M+2.86%
Q3 202035.8K$4M+1.55%
Q2 20209.0K$3M+2.34%
Q1 20209.0K$2M+1.91%
Q4 20199.3K$3M+1.82%
Q3 20199.3K$2M+1.54%
Q2 20199.2K$2M+1.37%
Q1 20199.5K$2M+1.43%
Q4 20189.8K$2M+1.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Smith Shellnut Wilson LLC /Adv’s full portfolio or all institutional holders of AAPL.