SEC 13F Intelligence

Ground Swell Capital, LLC / AAPL

Ground Swell Capital, LLC’s Apple Inc Position

Does Ground Swell Capital, LLC own Apple Inc (AAPL)? Yes6.0K shares worth $2M (+3.01% of its 13F portfolio) as of Q1 2026, up from 1.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.0K
% of Portfolio
+3.01%
Quarters Held
13
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $205,000Q2 ’21: $972,000Q2 ’21Q3 ’21: $3MQ1 ’22: $22MQ1 ’22Q3 ’22: $2MQ2 ’23: $19MQ2 ’23Q4 ’23: $389,488Q2 ’24: $666,191Q2 ’24Q3 ’24: $2MQ4 ’24: $599,505Q4 ’24Q4 ’25: $300,949Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.0K$2M+3.01%
Q4 20251.1K$300,949+0.62%
Q4 20242.4K$599,505+0.90%
Q3 20248.5K$2M+1.74%
Q2 20243.2K$666,191+0.52%
Q4 20232.0K$389,488+1.43%
Q2 202398.1K$19M+23.12%
Q3 202211.1K$2M+4.36%
Q1 2022124.4K$22M+55.83%
Q3 202119.5K$3M+11.87%
Q2 20217.1K$972,000+4.62%
Q1 20211.7K$205,000+0.66%
Q4 20208.0K$1M+4.09%

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