SEC 13F Intelligence

D L Carlson Investment Group Inc / AAPL

D L Carlson Investment Group Inc’s Apple Inc Position

Does D L Carlson Investment Group Inc own Apple Inc (AAPL)? Yes87.8K shares worth $22M (+3.83% of its 13F portfolio) as of Q1 2026, up from 87.4K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
87.8K
% of Portfolio
+3.83%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $11MQ2 ’19: $11MQ3 ’19: $13MQ4 ’19: $15MQ4 ’19Q1 ’20: $13MQ2 ’20: $18MQ3 ’20: $26MQ4 ’20: $31MQ4 ’20Q1 ’21: $27MQ2 ’21: $31MQ3 ’21: $29MQ4 ’21: $36MQ4 ’21Q1 ’22: $36MQ2 ’22: $26MQ3 ’22: $25MQ4 ’22: $22,570Q4 ’22Q1 ’23: $25,574Q2 ’23: $31MQ3 ’23: $27MQ4 ’23: $22MQ4 ’23Q1 ’24: $19MQ2 ’24: $22MQ3 ’24: $24MQ4 ’24: $26MQ4 ’24Q1 ’25: $21MQ2 ’25: $19MQ3 ’25: $23MQ4 ’25: $24MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202687.8K$22M+3.83%
Q4 202587.4K$24M+4.01%
Q3 202590.9K$23M+3.89%
Q2 202590.2K$19M+3.37%
Q1 202593.1K$21M+3.97%
Q4 2024102.5K$26M+4.57%
Q3 2024104.4K$24M+4.40%
Q2 2024105.6K$22M+4.29%
Q1 2024108.1K$19M+3.62%
Q4 2023121.7K$22M+4.55%
Q3 2023157.8K$27M+5.45%
Q2 2023161.4K$31M+5.98%
Q1 2023155.1K$25,574+5.80%
Q4 2022173.7K$22,570+4.84%
Q3 2022183.2K$25M+5.51%
Q2 2022187.0K$26M+5.39%
Q1 2022203.8K$36M+5.92%
Q4 2021203.8K$36M+5.78%
Q3 2021205.1K$29M+5.05%
Q2 2021223.3K$31M+5.29%
Q1 2021224.6K$27M+5.00%
Q4 2020234.3K$31M+5.64%
Q3 2020221.3K$26M+5.43%
Q2 202048.2K$18M+5.25%
Q1 202052.2K$13M+5.02%
Q4 201951.4K$15M+4.37%
Q3 201958.7K$13M+4.12%
Q2 201956.3K$11M+3.44%
Q1 201956.6K$11M+3.14%
Q4 201859.8K$9M+3.14%

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