SEC 13F Intelligence

Regal Investment Advisors LLC / AAPL

Regal Investment Advisors LLC’s Apple Inc Position

Does Regal Investment Advisors LLC own Apple Inc (AAPL)? Yes127.2K shares worth $32M (+1.86% of its 13F portfolio) as of Q1 2026, down from 127.5K shares the prior filed quarter.

Position Value
$32M
Q1 2026
Shares
127.2K
% of Portfolio
+1.86%
Quarters Held
25
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $10MQ4 ’19Q4 ’20: $18MQ2 ’21: $19MQ3 ’21: $19MQ4 ’21: $25MQ4 ’21Q1 ’22: $25MQ2 ’22: $19MQ3 ’22: $19MQ1 ’23: $23MQ1 ’23Q2 ’23: $26MQ3 ’23: $24MQ4 ’23: $28MQ1 ’24: $24MQ1 ’24Q2 ’24: $30MQ3 ’24: $31MQ4 ’24: $32MQ1 ’25: $28MQ1 ’25Q2 ’25: $25MQ3 ’25: $33MQ4 ’25: $35MQ1 ’26: $32MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026127.2K$32M+1.86%
Q4 2025127.5K$35M+2.07%
Q3 2025127.9K$33M+2.12%
Q2 2025124.1K$25M+1.91%
Q1 2025123.9K$28M+2.23%
Q4 2024128.5K$32M+2.42%
Q3 2024134.1K$31M+2.19%
Q2 2024142.7K$30M+1.96%
Q1 2024140.6K$24M+1.65%
Q4 2023144.9K$28M+2.11%
Q3 2023140.8K$24M+2.03%
Q2 2023135.4K$26M+2.20%
Q1 2023137.0K$23M+2.00%
Q3 2022138.8K$19M+2.02%
Q2 2022138.9K$19M+1.98%
Q1 2022140.8K$25M+2.26%
Q4 2021139.4K$25M+2.19%
Q3 2021137.0K$19M+1.88%
Q2 2021136.2K$19M+1.87%
Q4 2020134.1K$18M+2.01%
Q4 201932.8K$10M+1.73%
Q3 201932.7K$7M+1.43%
Q2 201935.0K$7M+1.35%
Q1 201934.9K$7M+1.35%
Q4 201834.4K$5M+1.19%

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