SEC 13F Intelligence

Aureus Asset Management, LLC / AAPL

Aureus Asset Management, LLC’s Apple Inc Position

Does Aureus Asset Management, LLC own Apple Inc (AAPL)? Yes — 239.1K shares worth $61M (+4.04% of its 13F portfolio) as of Q1 2026, down from 242.1K shares the prior filed quarter.

Position Value
$61M
Q1 2026
Shares
239.1K
% of Portfolio
+4.04%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $21MQ4 ’18Q1 ’19: $26MQ2 ’19: $27MQ3 ’19: $31MQ4 ’19: $41MQ4 ’19Q1 ’20: $31MQ2 ’20: $44MQ3 ’20: $47MQ4 ’20: $55MQ4 ’20Q1 ’21: $48MQ2 ’21: $55MQ3 ’21: $58MQ4 ’21: $74MQ4 ’21Q1 ’22: $74MQ2 ’22: $50MQ3 ’22: $49MQ4 ’22: $46MQ4 ’22Q1 ’23: $53MQ2 ’23: $59MQ3 ’23: $48MQ4 ’23: $53MQ4 ’23Q1 ’24: $47MQ2 ’24: $56MQ3 ’24: $62MQ4 ’24: $66MQ4 ’24Q1 ’25: $58MQ2 ’25: $53MQ3 ’25: $62MQ4 ’25: $66MQ4 ’25Q1 ’26: $61Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026239.1K$61M+4.04%
Q4 2025242.1K$66M+4.19%
Q3 2025242.3K$62M+4.02%
Q2 2025257.7K$53M+3.38%
Q1 2025260.6K$58M+4.06%
Q4 2024262.7K$66M+4.25%
Q3 2024266.4K$62M+4.06%
Q2 2024268.2K$56M+3.95%
Q1 2024276.8K$47M+3.24%
Q4 2023277.8K$53M+3.91%
Q3 2023279.2K$48M+3.84%
Q2 2023305.9K$59M+4.45%
Q1 2023320.9K$53M+4.19%
Q4 2022351.7K$46M+3.95%
Q3 2022351.9K$49M+4.24%
Q2 2022365.3K$50M+4.03%
Q1 2022421.7K$74M+4.89%
Q4 2021417.0K$74M+4.57%
Q3 2021412.4K$58M+3.84%
Q2 2021402.5K$55M+3.54%
Q1 2021390.3K$48M+3.70%
Q4 2020413.0K$55M+4.62%
Q3 2020408.0K$47M+4.47%
Q2 2020121.9K$44M+4.85%
Q1 2020123.7K$31M+4.36%
Q4 2019139.8K$41M+4.58%
Q3 2019137.9K$31M+3.84%
Q2 2019138.2K$27M+3.37%
Q1 2019139.0K$26M+3.50%
Q4 2018136.1K$21M+3.38%

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