SEC 13F Intelligence

Baltimore-Washington Financial Advisors, Inc. / AAPL

Baltimore-Washington Financial Advisors, Inc.’s Apple Inc Position

Does Baltimore-Washington Financial Advisors, Inc. own Apple Inc (AAPL)? Yes239.3K shares worth $61M (+2.62% of its 13F portfolio) as of Q1 2026, up from 233.5K shares the prior filed quarter.

Position Value
$61M
Q1 2026
Shares
239.3K
% of Portfolio
+2.62%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $12MQ2 ’19: $13MQ3 ’19: $15MQ4 ’19: $19MQ4 ’19Q1 ’20: $16MQ2 ’20: $23MQ3 ’20: $28MQ4 ’20: $32MQ4 ’20Q1 ’21: $29MQ2 ’21: $32MQ3 ’21: $34MQ4 ’21: $43MQ4 ’21Q1 ’22: $29MQ2 ’22: $33MQ3 ’22: $46MQ4 ’22: $32MQ4 ’22Q1 ’23: $41MQ2 ’23: $39MQ3 ’23: $33MQ4 ’23: $40MQ4 ’23Q1 ’24: $36MQ2 ’24: $45MQ3 ’24: $50MQ4 ’24: $54MQ4 ’24Q1 ’25: $48MQ2 ’25: $47MQ3 ’25: $59MQ4 ’25: $63MQ4 ’25Q1 ’26: $61Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026239.3K$61M+2.62%
Q4 2025233.5K$63M+2.64%
Q3 2025230.0K$59M+2.51%
Q2 2025226.9K$47M+2.17%
Q1 2025217.9K$48M+2.57%
Q4 2024215.6K$54M+2.77%
Q3 2024215.2K$50M+2.70%
Q2 2024213.9K$45M+2.60%
Q1 2024209.4K$36M+2.23%
Q4 2023205.5K$40M+2.74%
Q3 2023195.6K$33M+2.71%
Q2 2023198.9K$39M+3.07%
Q1 2023246.9K$41M+3.59%
Q4 2022249.2K$32M+3.17%
Q3 2022254.2K$46M+3.86%
Q2 2022241.9K$33M+3.54%
Q1 2022234.6K$29M+2.80%
Q4 2021934$43M+3.50%
Q3 2021238.4K$34M+2.97%
Q2 2021236.7K$32M+3.02%
Q1 2021237.7K$29M+2.96%
Q4 2020238.3K$32M+3.45%
Q3 2020237.6K$28M+3.56%
Q2 202062.2K$23M+3.12%
Q1 202064.0K$16M+2.93%
Q4 201965.0K$19M+2.80%
Q3 201965.6K$15M+2.41%
Q2 201966.5K$13M+2.22%
Q1 201965.8K$12M+2.19%
Q4 201867.4K$11M+2.20%

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