SEC 13F Intelligence

Montrusco Bolton Investments Inc. / AAPL

Montrusco Bolton Investments Inc.’s Apple Inc Position

Does Montrusco Bolton Investments Inc. own Apple Inc (AAPL)? Yes — 619.1K shares worth $157M (+2.38% of its 13F portfolio) as of Q1 2026, down from 793.4K shares the prior filed quarter.

Position Value
$157M
Q1 2026
Shares
619.1K
% of Portfolio
+2.38%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $16MQ4 ’18Q1 ’19: $18MQ2 ’19: $18MQ3 ’19: $29MQ4 ’19: $31MQ4 ’19Q1 ’20: $28MQ2 ’20: $36MQ3 ’20: $46MQ4 ’20: $47MQ4 ’20Q1 ’21: $89MQ2 ’21: $105MQ3 ’21: $106MQ4 ’21: $127MQ4 ’21Q1 ’22: $113MQ2 ’22: $91MQ3 ’22: $87MQ4 ’22: $78MQ4 ’22Q1 ’23: $118MQ2 ’23: $220MQ3 ’23: $222MQ4 ’23: $232MQ4 ’23Q1 ’24: $187MQ2 ’24: $228MQ3 ’24: $226MQ4 ’24: $236MQ4 ’24Q1 ’25: $209MQ2 ’25: $184MQ3 ’25: $238MQ4 ’25: $216MQ4 ’25Q1 ’26: $157Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026619.1K$157M+2.38%
Q4 2025793.4K$216M+2.69%
Q3 2025933.0K$238M+2.76%
Q2 2025898.1K$184M+2.04%
Q1 2025941.8K$209M+2.75%
Q4 2024941.0K$236M+2.85%
Q3 2024969.7K$226M+2.38%
Q2 20241.08M$228M+2.39%
Q1 20241.09M$187M+1.99%
Q4 20231.21M$232M+2.88%
Q3 20231.30M$222M+3.24%
Q2 20231.13M$220M+3.41%
Q1 2023715.4K$118M+2.44%
Q4 2022603.4K$78M+1.82%
Q3 2022630.2K$87M+2.30%
Q2 2022668.2K$91M+2.43%
Q1 2022644.7K$113M+2.60%
Q4 2021713.5K$127M+2.99%
Q3 2021752.5K$106M+2.90%
Q2 2021764.5K$105M+3.14%
Q1 2021728.2K$89M+2.90%
Q4 2020353.0K$47M+2.06%
Q3 2020399.1K$46M+2.32%
Q2 202084.8K$36M+2.06%
Q1 2020109.9K$28M+2.20%
Q4 2019105.9K$31M+1.79%
Q3 2019116.2K$29M+1.70%
Q2 201990.9K$18M+1.17%
Q1 201990.9K$18M+1.17%
Q4 201898.9K$16M+1.05%

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