SEC 13F Intelligence

Wilbanks Smith & Thomas Asset Management LLC / AAPL

Wilbanks Smith & Thomas Asset Management LLC’s Apple Inc Position

Does Wilbanks Smith & Thomas Asset Management LLC own Apple Inc (AAPL)? Yes372.0K shares worth $64M (+1.79% of its 13F portfolio) as of Q1 2024, up from 371.5K shares the prior filed quarter.

Position Value
$64M
Q1 2024
Shares
372.0K
% of Portfolio
+1.79%
Quarters Held
22
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $21MQ2 ’19: $22MQ3 ’19: $24MQ3 ’19Q4 ’19: $28MQ1 ’20: $22MQ2 ’20: $31MQ2 ’20Q3 ’20: $38MQ4 ’20: $44MQ1 ’21: $42MQ1 ’21Q2 ’21: $49MQ3 ’21: $51MQ4 ’21: $64MQ4 ’21Q1 ’22: $56MQ2 ’22: $49MQ3 ’22: $50MQ3 ’22Q4 ’22: $48MQ1 ’23: $62MQ2 ’23: $73MQ2 ’23Q3 ’23: $64MQ4 ’23: $72MQ1 ’24: $64MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024372.0K$64M+1.79%
Q4 2023371.5K$72M+2.19%
Q3 2023371.9K$64M+2.20%
Q2 2023375.0K$73M+2.40%
Q1 2023374.6K$62M+2.14%
Q4 2022372.5K$48M+1.84%
Q3 2022362.2K$50M+2.15%
Q2 2022358.4K$49M+2.06%
Q1 2022349.3K$56M+2.23%
Q4 2021361.7K$64M+2.24%
Q3 2021363.6K$51M+2.02%
Q2 2021361.1K$49M+1.94%
Q1 2021342.7K$42M+1.81%
Q4 2020330.7K$44M+2.07%
Q3 2020331.6K$38M+2.08%
Q2 202085.8K$31M+1.90%
Q1 202085.7K$22M+1.62%
Q4 201996.7K$28M+1.68%
Q3 2019107.3K$24M+1.52%
Q2 2019109.5K$22M+1.40%
Q1 2019109.9K$21M+1.35%
Q4 2018106.9K$17M+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wilbanks Smith & Thomas Asset Management LLC’s full portfolio or all institutional holders of AAPL.