SEC 13F Intelligence

Point Windward Advisors Inc. / AAPL

Point Windward Advisors Inc.’s Apple Inc Position

Does Point Windward Advisors Inc. own Apple Inc (AAPL)? Yes — 23.7K shares worth $6M (+3.02% of its 13F portfolio) as of Q1 2026, down from 23.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
23.7K
% of Portfolio
+3.02%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $5MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $9MQ3 ’20: $11MQ4 ’20: $13MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ3 ’21: $11MQ4 ’21: $14MQ4 ’21Q1 ’22: $13MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $8MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $9MQ2 ’24: $9MQ3 ’24: $10MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $6MQ3 ’25: $6MQ4 ’25: $7MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.7K$6M+3.02%
Q4 202523.9K$7M+3.11%
Q3 202525.4K$6M+3.02%
Q2 202528.8K$6M+2.66%
Q1 202538.9K$9M+3.44%
Q4 202440.3K$10M+3.78%
Q3 202441.2K$10M+3.64%
Q2 202442.0K$9M+3.65%
Q1 202450.3K$9M+3.59%
Q4 202351.7K$10M+4.81%
Q3 202354.6K$9M+4.72%
Q2 202355.7K$11M+5.25%
Q1 202363.9K$11M+5.31%
Q4 202265.2K$8M+4.71%
Q3 202266.4K$9M+5.25%
Q2 202266.4K$9M+4.85%
Q1 202275.1K$13M+5.35%
Q4 202176.2K$14M+5.14%
Q3 202176.8K$11M+4.51%
Q2 202176.2K$10M+4.24%
Q1 202179.6K$10M+4.03%
Q4 202095.5K$13M+5.63%
Q3 202096.6K$11M+5.52%
Q2 202023.6K$9M+4.36%
Q1 202024.0K$6M+4.17%
Q4 201924.0K$7M+3.28%
Q3 201924.2K$5M+2.89%
Q2 201936.5K$7M+3.79%
Q1 201937.2K$7M+4.36%
Q4 201854.8K$9M+5.37%

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