SEC 13F Intelligence

Allen Investment Management, LLC / AAPL

Allen Investment Management, LLC’s Apple Inc Position

Does Allen Investment Management, LLC own Apple Inc (AAPL)? Yes314.7K shares worth $80M (+0.99% of its 13F portfolio) as of Q1 2026, down from 314.9K shares the prior filed quarter.

Position Value
$80M
Q1 2026
Shares
314.7K
% of Portfolio
+0.99%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $7MQ4 ’19: $10MQ4 ’19Q1 ’20: $9MQ2 ’20: $14MQ3 ’20: $20MQ4 ’20: $23MQ4 ’20Q1 ’21: $21MQ2 ’21: $23MQ3 ’21: $25MQ4 ’21: $60MQ4 ’21Q1 ’22: $59MQ2 ’22: $46MQ3 ’22: $45MQ4 ’22: $42MQ4 ’22Q1 ’23: $54MQ2 ’23: $64MQ3 ’23: $56MQ4 ’23: $61MQ4 ’23Q1 ’24: $51MQ2 ’24: $61MQ3 ’24: $68MQ4 ’24: $69MQ4 ’24Q1 ’25: $68MQ2 ’25: $62MQ3 ’25: $77MQ4 ’25: $86MQ4 ’25Q1 ’26: $80Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026314.7K$80M+0.99%
Q4 2025314.9K$86M+0.95%
Q3 2025301.6K$77M+0.85%
Q2 2025299.9K$62M+0.67%
Q1 2025307.0K$68M+0.80%
Q4 2024275.6K$69M+0.80%
Q3 2024289.8K$68M+0.80%
Q2 2024289.8K$61M+0.74%
Q1 2024295.9K$51M+0.64%
Q4 2023314.3K$61M+0.81%
Q3 2023327.7K$56M+0.82%
Q2 2023327.4K$64M+0.93%
Q1 2023327.4K$54M+0.91%
Q4 2022324.9K$42M+0.68%
Q3 2022324.8K$45M+0.78%
Q2 2022336.3K$46M+0.74%
Q1 2022336.3K$59M+0.79%
Q4 2021336.3K$60M+0.75%
Q3 2021175.5K$25M+0.34%
Q2 2021170.9K$23M+0.32%
Q1 2021171.6K$21M+0.32%
Q4 2020171.6K$23M+0.39%
Q3 2020171.1K$20M+0.37%
Q2 202038.8K$14M+0.30%
Q1 202037.0K$9M+0.28%
Q4 201932.4K$10M+0.23%
Q3 201932.4K$7M+0.19%
Q2 201925.5K$5M+0.14%
Q1 201919.8K$4M+0.12%
Q4 201820.3K$3M+0.13%

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