SEC 13F Intelligence

Grassi Investment Management / AAPL

Grassi Investment Management’s Apple Inc Position

Does Grassi Investment Management own Apple Inc (AAPL)? Yes — 330.2K shares worth $68M (+5.39% of its 13F portfolio) as of Q2 2025, down from 331.4K shares the prior filed quarter.

Position Value
$68M
Q2 2025
Shares
330.2K
% of Portfolio
+5.39%
Quarters Held
27
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $20MQ2 ’19: $18MQ3 ’19: $20MQ4 ’19: $26MQ4 ’19Q1 ’20: $23MQ2 ’20: $33MQ3 ’20: $41MQ4 ’20: $47MQ4 ’20Q1 ’21: $44MQ2 ’21: $49MQ3 ’21: $50MQ4 ’21: $63MQ4 ’21Q1 ’22: $62MQ2 ’22: $48MQ3 ’22: $48MQ4 ’22: $46MQ4 ’22Q1 ’23: $57MQ2 ’23: $67MQ3 ’23: $59MQ4 ’23: $66MQ4 ’23Q1 ’24: $59MQ2 ’24: $72MQ3 ’24: $79MQ4 ’24: $84MQ4 ’24Q1 ’25: $74MQ2 ’25: $68Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025330.2K$68M+5.39%
Q1 2025331.4K$74M+6.81%
Q4 2024333.5K$84M+7.13%
Q3 2024340.9K$79M+6.86%
Q2 2024341.5K$72M+6.38%
Q1 2024343.1K$59M+5.32%
Q4 2023344.2K$66M+6.95%
Q3 2023345.3K$59M+6.80%
Q2 2023346.6K$67M+7.39%
Q1 2023347.4K$57M+7.11%
Q4 2022351.2K$46M+6.16%
Q3 2022349.8K$48M+7.05%
Q2 2022349.8K$48M+6.32%
Q1 2022355.1K$62M+6.48%
Q4 2021356.9K$63M+6.33%
Q3 2021356.5K$50M+5.67%
Q2 2021357.1K$49M+5.31%
Q1 2021356.9K$44M+4.94%
Q4 2020354.1K$47M+5.96%
Q3 2020354.6K$41M+5.82%
Q2 202090.9K$33M+4.78%
Q1 202092.1K$23M+4.09%
Q4 201988.4K$26M+3.52%
Q3 201989.7K$20M+3.01%
Q2 201991.2K$18M+2.66%
Q1 2019104.9K$20M+2.95%
Q4 2018104.9K$17M+2.84%

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