SEC 13F Intelligence

Aldebaran Financial Inc. / AAPL

Aldebaran Financial Inc.’s Apple Inc Position

Does Aldebaran Financial Inc. own Apple Inc (AAPL)? Yes — 24.5K shares worth $6M (+5.91% of its 13F portfolio) as of Q1 2026, down from 25.1K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
24.5K
% of Portfolio
+5.91%
Quarters Held
29
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $5MQ2 ’20: $4MQ3 ’20: $6MQ4 ’20: $8MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $8MQ1 ’23: $7MQ1 ’23Q2 ’23: $7MQ3 ’23: $6MQ4 ’23: $6MQ1 ’24: $5MQ1 ’24Q2 ’24: $6MQ3 ’24: $7MQ4 ’24: $6MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $7MQ4 ’25: $7MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.5K$6M+5.91%
Q4 202525.1K$7M+6.34%
Q3 202526.2K$7M+6.68%
Q2 202524.7K$5M+5.61%
Q1 202524.2K$5M+6.57%
Q4 202424.6K$6M+7.25%
Q3 202429.3K$7M+8.05%
Q2 202429.6K$6M+8.18%
Q1 202429.3K$5M+7.11%
Q4 202331.5K$6M+8.93%
Q3 202332.7K$6M+8.73%
Q2 202336.9K$7M+9.73%
Q1 202340.4K$7M+8.60%
Q3 202254.3K$8M+8.29%
Q2 202256.1K$8M+8.11%
Q1 202258.0K$10M+7.86%
Q4 202157.1K$10M+7.48%
Q3 202156.3K$8M+6.43%
Q2 202156.1K$8M+6.28%
Q1 202157.0K$7M+6.14%
Q4 202056.5K$8M+6.98%
Q3 202055.6K$6M+6.69%
Q2 202012.2K$4M+5.22%
Q1 202018.0K$5M+4.47%
Q4 201918.4K$5M+4.11%
Q3 201923.6K$5M+3.53%
Q2 201923.2K$5M+3.18%
Q1 201923.6K$4M+3.15%
Q4 201824.2K$4M+2.90%

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