SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / AAPL

Clifford Swan Investment Counsel LLC’s Apple Inc Position

Does Clifford Swan Investment Counsel LLC own Apple Inc (AAPL)? Yes657.7K shares worth $167M (+5.68% of its 13F portfolio) as of Q1 2026, down from 677.8K shares the prior filed quarter.

Position Value
$167M
Q1 2026
Shares
657.7K
% of Portfolio
+5.68%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $50MQ4 ’18Q1 ’19: $62MQ2 ’19: $63MQ3 ’19: $70MQ4 ’19: $87MQ4 ’19Q1 ’20: $71MQ2 ’20: $99MQ3 ’20: $121MQ4 ’20: $131MQ4 ’20Q1 ’21: $117MQ2 ’21: $136MQ3 ’21: $136MQ4 ’21: $160MQ4 ’21Q1 ’22: $154MQ2 ’22: $120MQ3 ’22: $118MQ4 ’22: $108MQ4 ’22Q1 ’23: $133MQ2 ’23: $153MQ3 ’23: $132MQ4 ’23: $147MQ4 ’23Q1 ’24: $125MQ2 ’24: $152MQ3 ’24: $164MQ4 ’24: $174MQ4 ’24Q1 ’25: $153MQ2 ’25: $140MQ3 ’25: $172MQ4 ’25: $184MQ4 ’25Q1 ’26: $167Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026657.7K$167M+5.68%
Q4 2025677.8K$184M+6.11%
Q3 2025677.5K$172M+5.74%
Q2 2025682.2K$140M+4.94%
Q1 2025689.0K$153M+5.66%
Q4 2024695.0K$174M+6.26%
Q3 2024703.7K$164M+5.81%
Q2 2024720.9K$152M+5.67%
Q1 2024728.6K$125M+4.64%
Q4 2023761.0K$147M+5.70%
Q3 2023771.5K$132M+5.54%
Q2 2023790.6K$153M+6.19%
Q1 2023808.9K$133M+5.58%
Q4 2022829.0K$108M+4.69%
Q3 2022855.4K$118M+5.55%
Q2 2022878.5K$120M+5.20%
Q1 2022880.4K$154M+5.70%
Q4 2021903.1K$160M+5.61%
Q3 2021912.3K$136M+4.98%
Q2 2021927.0K$136M+5.17%
Q1 2021957.7K$117M+4.81%
Q4 2020984.3K$131M+5.70%
Q3 20201.04M$121M+5.78%
Q2 2020272.1K$99M+5.11%
Q1 2020280.1K$71M+4.33%
Q4 2019295.1K$87M+4.19%
Q3 2019313.4K$70M+3.64%
Q2 2019319.9K$63M+3.33%
Q1 2019324.7K$62M+3.31%
Q4 2018319.5K$50M+3.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of AAPL.