SEC 13F Intelligence

Signature Estate & Investment Advisors LLC / AAPL

Signature Estate & Investment Advisors LLC’s Apple Inc Position

Does Signature Estate & Investment Advisors LLC own Apple Inc (AAPL)? Yes352.1K shares worth $89M (+1.81% of its 13F portfolio) as of Q1 2026, down from 378.3K shares the prior filed quarter.

Position Value
$89M
Q1 2026
Shares
352.1K
% of Portfolio
+1.81%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $20MQ4 ’18Q1 ’19: $26MQ2 ’19: $26MQ3 ’19: $31MQ4 ’19: $34MQ4 ’19Q1 ’20: $26MQ2 ’20: $35MQ3 ’20: $37MQ4 ’20: $42MQ4 ’20Q1 ’21: $41MQ2 ’21: $48MQ3 ’21: $47MQ4 ’21: $54MQ4 ’21Q1 ’22: $53MQ2 ’22: $43MQ3 ’22: $43MQ4 ’22: $40,944Q4 ’22Q1 ’23: $54,259Q2 ’23: $56,543Q3 ’23: $50,459Q4 ’23: $56,456Q4 ’23Q1 ’24: $53MQ2 ’24: $86MQ3 ’24: $92MQ4 ’24: $100MQ4 ’24Q1 ’25: $100MQ2 ’25: $95MQ3 ’25: $98MQ4 ’25: $103MQ4 ’25Q1 ’26: $89Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026352.1K$89M+1.81%
Q4 2025378.3K$103M+2.07%
Q3 2025386.1K$98M+2.10%
Q2 2025464.5K$95M+2.20%
Q1 2025451.4K$100M+2.64%
Q4 2024400.2K$100M+2.51%
Q3 2024396.5K$92M+2.13%
Q2 2024408.8K$86M+2.15%
Q1 2024308.4K$53M+1.49%
Q4 2023293.2K$56,456+1.66%
Q3 2023294.7K$50,459+1.71%
Q2 2023291.5K$56,543+1.87%
Q1 2023329.0K$54,259+1.90%
Q4 2022315.1K$40,944+1.47%
Q3 2022311.8K$43M+2.03%
Q2 2022315.8K$43M+2.18%
Q1 2022305.1K$53M+2.44%
Q4 2021306.0K$54M+2.44%
Q3 2021333.9K$47M+2.31%
Q2 2021350.6K$48M+2.16%
Q1 2021335.2K$41M+1.99%
Q4 2020316.4K$42M+2.27%
Q3 2020317.9K$37M+2.28%
Q2 202096.2K$35M+2.49%
Q1 2020103.7K$26M+2.10%
Q4 2019116.3K$34M+2.11%
Q3 2019138.7K$31M+2.05%
Q2 2019133.2K$26M+2.01%
Q1 2019139.4K$26M+2.26%
Q4 2018127.7K$20M+1.78%

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