SEC 13F Intelligence

Goelzer Investment Management, Inc. / AAPL

Goelzer Investment Management, Inc.’s Apple Inc Position

Does Goelzer Investment Management, Inc. own Apple Inc (AAPL)? Yes162.0K shares worth $41M (+1.99% of its 13F portfolio) as of Q1 2026, up from 155.8K shares the prior filed quarter.

Position Value
$41M
Q1 2026
Shares
162.0K
% of Portfolio
+1.99%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $17MQ2 ’19: $17MQ3 ’19: $20MQ4 ’19: $25MQ4 ’19Q1 ’20: $21MQ2 ’20: $28MQ3 ’20: $34MQ4 ’20: $32MQ4 ’20Q1 ’21: $28MQ2 ’21: $31MQ3 ’21: $31MQ4 ’21: $37MQ4 ’21Q1 ’22: $28MQ2 ’22: $23MQ3 ’22: $25MQ4 ’22: $23MQ4 ’22Q1 ’23: $26MQ2 ’23: $30MQ3 ’23: $26MQ4 ’23: $29MQ4 ’23Q1 ’24: $27MQ2 ’24: $33MQ3 ’24: $35MQ4 ’24: $38MQ4 ’24Q1 ’25: $34MQ2 ’25: $30MQ3 ’25: $38MQ4 ’25: $42MQ4 ’25Q1 ’26: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026162.0K$41M+1.99%
Q4 2025155.8K$42M+1.96%
Q3 2025147.6K$38M+1.99%
Q2 2025147.7K$30M+1.66%
Q1 2025154.5K$34M+1.99%
Q4 2024153.5K$38M+2.23%
Q3 2024152.1K$35M+1.94%
Q2 2024156.6K$33M+1.84%
Q1 2024158.7K$27M+1.54%
Q4 2023153.1K$29M+1.90%
Q3 2023150.8K$26M+1.82%
Q2 2023152.5K$30M+2.50%
Q1 2023156.8K$26M+2.25%
Q4 2022174.2K$23M+1.94%
Q3 2022179.2K$25M+2.47%
Q2 2022168.2K$23M+2.22%
Q1 2022161.1K$28M+2.43%
Q4 2021205.6K$37M+2.97%
Q3 2021219.9K$31M+2.73%
Q2 2021226.1K$31M+2.57%
Q1 2021226.9K$28M+2.44%
Q4 2020239.8K$32M+2.93%
Q3 2020291.9K$34M+3.13%
Q2 202077.6K$28M+2.73%
Q1 202083.1K$21M+2.41%
Q4 201986.8K$25M+2.19%
Q3 201987.7K$20M+1.80%
Q2 201987.2K$17M+1.59%
Q1 201986.9K$17M+1.56%
Q4 201874.7K$12M+1.51%

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