SEC 13F Intelligence

Lido Advisors, LLC / AAPL

Lido Advisors, LLC’s Apple Inc Position

Does Lido Advisors, LLC own Apple Inc (AAPL)? Yes — 3.84M shares worth $975M (+2.98% of its 13F portfolio) as of Q1 2026, down from 4.42M shares the prior filed quarter.

Position Value
$975M
Q1 2026
Shares
3.84M
% of Portfolio
+2.98%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $19MQ2 ’19: $21MQ3 ’19: $27MQ4 ’19: $114MQ4 ’19Q1 ’20: $102MQ2 ’20: $154MQ3 ’20: $191MQ4 ’20: $218MQ4 ’20Q1 ’21: $204MQ2 ’21: $237MQ3 ’21: $272MQ4 ’21: $275MQ4 ’21Q1 ’22: $337MQ2 ’22: $256MQ3 ’22: $256MQ4 ’22: $257MQ4 ’22Q1 ’23: $363MQ2 ’23: $432MQ3 ’23: $411MQ4 ’23: $489MQ4 ’23Q1 ’24: $436MQ2 ’24: $584MQ3 ’24: $691MQ4 ’24: $819MQ4 ’24Q1 ’25: $808MQ2 ’25: $797MQ3 ’25: $1.1BQ4 ’25: $1.1BQ4 ’25Q1 ’26: $975Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.84M$975M+2.98%
Q4 20254.42M$1.1B+3.41%
Q3 20254.36M$1.1B+3.48%
Q2 20253.88M$797M+3.10%
Q1 20253.64M$808M+3.64%
Q4 20243.27M$819M+3.73%
Q3 20242.97M$691M+3.44%
Q2 20242.77M$584M+3.25%
Q1 20242.55M$436M+2.57%
Q4 20232.54M$489M+3.31%
Q3 20232.40M$411M+3.13%
Q2 20232.23M$432M+3.08%
Q1 20232.20M$363M+3.53%
Q4 20221.98M$257M+3.13%
Q3 20221.85M$256M+3.22%
Q2 20221.87M$256M+3.40%
Q1 20221.93M$337M+3.76%
Q4 20211.94M$275M+3.84%
Q3 20211.92M$272M+3.47%
Q2 20211.73M$237M+3.29%
Q1 20211.67M$204M+5.94%
Q4 20201.65M$218M+7.34%
Q3 20201.65M$191M+8.19%
Q2 2020420.9K$154M+7.48%
Q1 2020401.7K$102M+6.60%
Q4 2019388.6K$114M+6.64%
Q3 2019121.3K$27M+2.11%
Q2 2019106.5K$21M+1.78%
Q1 201999.6K$19M+1.69%
Q4 201887.7K$14M+1.91%

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