Ironwood Financial, LLC / AAPL
Ironwood Financial, LLC’s Apple Inc Position
Does Ironwood Financial, LLC own Apple Inc (AAPL)? Yes — 150.6K shares worth $38M (+6.67% of its 13F portfolio) as of Q1 2026, down from 156.1K shares the prior filed quarter.
Position Value
$38M
Q1 2026
Shares
150.6K
% of Portfolio
+6.67%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 150.6K | $38M | +6.67% |
| Q4 2025 | 156.1K | $41M | +6.89% |
| Q3 2025 | 163.6K | $42M | +7.38% |
| Q2 2025 | 171.9K | $38M | +8.19% |
| Q1 2025 | 171.9K | $38M | +8.19% |
| Q4 2024 | 172.4K | $43M | +9.06% |
| Q3 2024 | 174.4K | $41M | +8.54% |
| Q2 2024 | 197.5K | $42M | +9.33% |
| Q1 2024 | 211.7K | $36M | +8.35% |
| Q4 2023 | 217.7K | $42M | +10.15% |
| Q3 2023 | 220.6K | $38M | +10.15% |
| Q2 2023 | 219.7K | $43M | +11.20% |
| Q1 2023 | 237.2K | $39M | +10.90% |
| Q4 2022 | 237.2K | $31M | +9.60% |
| Q3 2022 | 240.7K | $33M | +11.03% |
| Q2 2022 | 240.5K | $33M | +10.56% |
| Q1 2022 | 240.6K | $42M | +11.86% |
| Q4 2021 | 239.6K | $43M | +11.65% |
| Q3 2021 | 239.6K | $34M | +9.93% |
| Q2 2021 | 240.0K | $33M | +9.87% |
| Q1 2021 | 256.0K | $31M | +10.20% |
| Q4 2020 | 216.2K | $29M | +10.74% |
| Q3 2020 | 12.7K | $1M | +0.74% |
| Q2 2020 | 3.1K | $1M | +0.62% |
| Q1 2020 | 2.9K | $737,000 | +0.50% |
| Q4 2019 | 2.9K | $837,000 | +0.38% |
| Q3 2019 | 2.9K | $649,000 | +0.31% |
| Q2 2019 | 2.9K | $573,000 | +0.28% |
| Q1 2019 | 2.9K | $550,000 | +0.28% |
| Q4 2018 | 2.9K | $454,000 | +0.25% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ironwood Financial, LLC’s full portfolio or all institutional holders of AAPL.