SEC 13F Intelligence

Klingman & Associates, LLC / AAPL

Klingman & Associates, LLC’s Apple Inc Position

Does Klingman & Associates, LLC own Apple Inc (AAPL)? Yes — 269.8K shares worth $68M (+3.28% of its 13F portfolio) as of Q1 2026, down from 272.0K shares the prior filed quarter.

Position Value
$68M
Q1 2026
Shares
269.8K
% of Portfolio
+3.28%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $7MQ3 ’19: $10MQ4 ’19: $14MQ4 ’19Q1 ’20: $13MQ2 ’20: $18MQ3 ’20: $22MQ4 ’20: $22MQ4 ’20Q1 ’21: $21MQ2 ’21: $23MQ3 ’21: $24MQ4 ’21: $32MQ4 ’21Q1 ’22: $34MQ2 ’22: $28MQ3 ’22: $31MQ4 ’22: $28MQ4 ’22Q1 ’23: $35MQ2 ’23: $46MQ3 ’23: $42MQ4 ’23: $46MQ4 ’23Q1 ’24: $41MQ2 ’24: $50MQ3 ’24: $58MQ4 ’24: $63MQ4 ’24Q1 ’25: $56MQ2 ’25: $53MQ3 ’25: $69MQ4 ’25: $74MQ4 ’25Q1 ’26: $68Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026269.8K$68M+3.28%
Q4 2025272.0K$74M+3.57%
Q3 2025272.1K$69M+3.50%
Q2 2025259.7K$53M+2.94%
Q1 2025253.2K$56M+3.44%
Q4 2024251.5K$63M+3.87%
Q3 2024249.0K$58M+3.59%
Q2 2024239.6K$50M+3.41%
Q1 2024240.4K$41M+2.86%
Q4 2023240.5K$46M+3.40%
Q3 2023246.7K$42M+3.41%
Q2 2023239.6K$46M+3.75%
Q1 2023214.5K$35M+3.05%
Q4 2022216.7K$28M+2.47%
Q3 2022222.9K$31M+3.02%
Q2 2022202.6K$28M+2.71%
Q1 2022196.7K$34M+2.92%
Q4 2021178.9K$32M+2.73%
Q3 2021172.2K$24M+2.28%
Q2 2021170.7K$23M+2.24%
Q1 2021168.5K$21M+2.13%
Q4 2020167.1K$22M+2.56%
Q3 2020193.1K$22M+3.01%
Q2 202050.0K$18M+2.79%
Q1 202051.5K$13M+2.67%
Q4 201947.4K$14M+2.28%
Q3 201942.7K$10M+1.71%
Q2 201935.7K$7M+3.65%
Q1 201942.1K$8M+1.56%
Q4 201841.5K$7M+1.48%

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