SEC 13F Intelligence

Puzo Michael J / AAPL

Puzo Michael J’s Apple Inc Position

Does Puzo Michael J own Apple Inc (AAPL)? Yes — 72.9K shares worth $19M (+5.39% of its 13F portfolio) as of Q1 2026, down from 75.5K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
72.9K
% of Portfolio
+5.39%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $12MQ4 ’19: $14MQ4 ’19Q1 ’20: $11MQ2 ’20: $15MQ3 ’20: $17MQ4 ’20: $19MQ4 ’20Q1 ’21: $16MQ2 ’21: $17MQ3 ’21: $17MQ4 ’21: $21MQ4 ’21Q1 ’22: $19MQ2 ’22: $14MQ3 ’22: $14MQ4 ’22: $13MQ4 ’22Q1 ’23: $16MQ2 ’23: $18MQ3 ’23: $15MQ4 ’23: $17MQ4 ’23Q1 ’24: $15MQ2 ’24: $19MQ3 ’24: $21MQ4 ’24: $21MQ4 ’24Q1 ’25: $18MQ2 ’25: $16MQ3 ’25: $20MQ4 ’25: $21MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.9K$19M+5.39%
Q4 202575.5K$21M+5.59%
Q3 202577.6K$20M+5.39%
Q2 202577.6K$16M+4.54%
Q1 202580.3K$18M+5.11%
Q4 202483.8K$21M+5.87%
Q3 202488.3K$21M+5.38%
Q2 202488.9K$19M+5.20%
Q1 202490.2K$15M+4.29%
Q4 202386.3K$17M+5.28%
Q3 202388.6K$15M+5.15%
Q2 202391.5K$18M+5.62%
Q1 202395.9K$16M+5.28%
Q4 202296.5K$13M+4.53%
Q3 202299.8K$14M+5.24%
Q2 2022106.0K$14M+5.15%
Q1 2022110.0K$19M+5.78%
Q4 2021118.0K$21M+5.92%
Q3 2021118.0K$17M+5.29%
Q2 2021124.4K$17M+5.29%
Q1 2021131.2K$16M+5.10%
Q4 2020139.9K$19M+6.06%
Q3 2020147.3K$17M+6.07%
Q2 202041.3K$15M+5.64%
Q1 202043.7K$11M+4.89%
Q4 201946.3K$14M+4.86%
Q3 201951.6K$12M+4.35%
Q2 201952.4K$10M+3.85%
Q1 201950.1K$10M+3.71%
Q4 201850.7K$8M+3.55%

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