SEC 13F Intelligence

Valmark Advisers, Inc. / AAPL

Valmark Advisers, Inc.’s Apple Inc Position

Does Valmark Advisers, Inc. own Apple Inc (AAPL)? Yes206.6K shares worth $52M (+0.62% of its 13F portfolio) as of Q1 2026, down from 207.3K shares the prior filed quarter.

Position Value
$52M
Q1 2026
Shares
206.6K
% of Portfolio
+0.62%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $9MQ3 ’20: $12MQ4 ’20: $17MQ4 ’20Q1 ’21: $16MQ2 ’21: $18MQ3 ’21: $18MQ4 ’21: $25MQ4 ’21Q1 ’22: $25MQ2 ’22: $22MQ3 ’22: $22MQ4 ’22: $21MQ4 ’22Q1 ’23: $27MQ2 ’23: $33MQ3 ’23: $29MQ4 ’23: $34MQ4 ’23Q1 ’24: $33MQ2 ’24: $41MQ3 ’24: $46MQ4 ’24: $50MQ4 ’24Q1 ’25: $43MQ2 ’25: $41MQ3 ’25: $52MQ4 ’25: $56MQ4 ’25Q1 ’26: $52Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026206.6K$52M+0.62%
Q4 2025207.3K$56M+0.69%
Q3 2025202.5K$52M+0.67%
Q2 2025202.1K$41M+0.58%
Q1 2025195.5K$43M+0.65%
Q4 2024198.3K$50M+0.77%
Q3 2024197.2K$46M+0.72%
Q2 2024195.2K$41M+0.70%
Q1 2024190.4K$33M+0.57%
Q4 2023178.1K$34M+0.64%
Q3 2023169.5K$29M+0.60%
Q2 2023169.0K$33M+0.67%
Q1 2023165.6K$27M+0.59%
Q4 2022162.0K$21M+0.49%
Q3 2022161.1K$22M+0.45%
Q2 2022158.3K$22M+0.42%
Q1 2022143.7K$25M+0.44%
Q4 2021140.0K$25M+0.43%
Q3 2021129.6K$18M+0.34%
Q2 2021127.9K$18M+0.32%
Q1 2021129.1K$16M+0.30%
Q4 2020125.5K$17M+0.34%
Q3 2020105.5K$12M+0.28%
Q2 202025.9K$9M+0.22%
Q1 202023.8K$6M+0.16%
Q4 201925.1K$7M+0.16%
Q3 201924.2K$5M+0.12%
Q2 201923.6K$5M+0.10%
Q1 201924.0K$5M+0.10%
Q4 201823.7K$4M+0.09%

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