Bourgeon Capital Management LLC / AAPL
Bourgeon Capital Management LLC’s Apple Inc Position
Does Bourgeon Capital Management LLC own Apple Inc (AAPL)? Yes — 53.5K shares worth $14M (+2.35% of its 13F portfolio) as of Q1 2026, up from 53.3K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
53.5K
% of Portfolio
+2.35%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 53.5K | $14M | +2.35% |
| Q4 2025 | 53.3K | $14M | +2.34% |
| Q3 2025 | 53.9K | $14M | +2.48% |
| Q2 2025 | 54.3K | $11M | +2.20% |
| Q1 2025 | 54.1K | $12M | +2.59% |
| Q4 2024 | 54.2K | $14M | +2.53% |
| Q3 2024 | 54.4K | $13M | +2.44% |
| Q2 2024 | 54.7K | $12M | +2.26% |
| Q1 2024 | 42.9K | $7M | +1.44% |
| Q4 2023 | 43.1K | $8M | +1.83% |
| Q3 2023 | 42.5K | $7M | +1.71% |
| Q2 2023 | 42.7K | $8M | +1.93% |
| Q1 2023 | 43.0K | $7M | +1.69% |
| Q4 2022 | 62.4K | $8M | +1.99% |
| Q3 2022 | 60.3K | $8M | +2.29% |
| Q2 2022 | 59.9K | $8M | +2.17% |
| Q1 2022 | 59.9K | $10M | +2.37% |
| Q4 2021 | 59.9K | $11M | +2.19% |
| Q3 2021 | 60.8K | $9M | +1.84% |
| Q2 2021 | 63.8K | $9M | +1.88% |
| Q1 2021 | 63.0K | $8M | +1.71% |
| Q4 2020 | 63.2K | $8M | +2.07% |
| Q3 2020 | 63.8K | $7M | +2.24% |
| Q2 2020 | 17.8K | $7M | +2.31% |
| Q1 2020 | 16.2K | $4M | +2.13% |
| Q4 2019 | 15.1K | $4M | +2.09% |
| Q3 2019 | 15.1K | $3M | +1.84% |
| Q2 2019 | 18.9K | $4M | +2.18% |
| Q1 2019 | 19.2K | $4M | +2.14% |
| Q4 2018 | 19.1K | $3M | +1.97% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bourgeon Capital Management LLC’s full portfolio or all institutional holders of AAPL.