SEC 13F Intelligence

Schmidt P J Investment Management Inc / AAPL

Schmidt P J Investment Management Inc’s Apple Inc Position

Does Schmidt P J Investment Management Inc own Apple Inc (AAPL)? Yes — 151.2K shares worth $38M (+6.45% of its 13F portfolio) as of Q1 2026, down from 152.2K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
151.2K
% of Portfolio
+6.45%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $12MQ2 ’19: $12MQ3 ’19: $13MQ4 ’19: $17MQ4 ’19Q1 ’20: $15MQ2 ’20: $21MQ3 ’20: $25MQ4 ’20: $28MQ4 ’20Q1 ’21: $28MQ2 ’21: $31MQ3 ’21: $30MQ4 ’21: $35MQ4 ’21Q1 ’22: $31MQ2 ’22: $31MQ3 ’22: $26MQ4 ’22: $21MQ4 ’22Q1 ’23: $27MQ2 ’23: $31MQ3 ’23: $28MQ4 ’23: $30MQ4 ’23Q1 ’24: $27MQ2 ’24: $34MQ3 ’24: $37MQ4 ’24: $39MQ4 ’24Q1 ’25: $34MQ2 ’25: $32MQ3 ’25: $39MQ4 ’25: $41MQ4 ’25Q1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026151.2K$38M+6.45%
Q4 2025152.2K$41M+6.73%
Q3 2025154.9K$39M+6.52%
Q2 2025156.3K$32M+5.55%
Q1 2025153.4K$34M+6.24%
Q4 2024155.1K$39M+6.74%
Q3 2024158.8K$37M+6.39%
Q2 2024160.6K$34M+6.18%
Q1 2024159.2K$27M+5.15%
Q4 2023157.2K$30M+5.99%
Q3 2023159.2K$28M+5.99%
Q2 2023160.3K$31M+6.17%
Q1 2023162.9K$27M+5.73%
Q4 2022163.7K$21M+4.82%
Q3 2022177.8K$26M+6.30%
Q2 2022186.1K$31M+6.79%
Q1 2022195.2K$31M+6.83%
Q4 2021200.0K$35M+6.98%
Q3 2021203.7K$30M+5.98%
Q2 2021206.7K$31M+6.13%
Q1 2021212.8K$28M+5.93%
Q4 2020214.3K$28M+6.39%
Q3 2020218.6K$25M+6.20%
Q2 202056.8K$21M+6.21%
Q1 202057.8K$15M+5.11%
Q4 201959.0K$17M+4.64%
Q3 201960.0K$13M+3.82%
Q2 201960.7K$12M+3.47%
Q1 201960.7K$12M+3.37%
Q4 201859.0K$9M+3.05%

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