SEC 13F Intelligence

Perennial Advisors, LLC / AAPL

Perennial Advisors, LLC’s Apple Inc Position

Does Perennial Advisors, LLC own Apple Inc (AAPL)? Yes122.5K shares worth $31M (+5.30% of its 13F portfolio) as of Q1 2026, up from 122.0K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
122.5K
% of Portfolio
+5.30%
Quarters Held
29
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $9MQ4 ’19Q1 ’20: $8MQ2 ’20: $12MQ3 ’20: $15MQ4 ’20: $17MQ4 ’20Q1 ’21: $15MQ2 ’21: $17MQ3 ’21: $17MQ4 ’21: $21MQ4 ’21Q1 ’22: $22MQ2 ’22: $17MQ3 ’22: $17MQ4 ’22: $16MQ4 ’22Q1 ’23: $20MQ2 ’23: $25MQ3 ’23: $23MQ4 ’23: $25MQ4 ’23Q1 ’24: $22MQ2 ’24: $27MQ4 ’24: $32MQ1 ’25: $28MQ1 ’25Q2 ’25: $25MQ3 ’25: $31MQ4 ’25: $33MQ1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026122.5K$31M+5.30%
Q4 2025122.0K$33M+5.56%
Q3 2025121.4K$31M+5.36%
Q2 2025121.3K$25M+4.62%
Q1 2025124.0K$28M+5.50%
Q4 2024125.8K$32M+6.86%
Q2 2024127.7K$27M+6.03%
Q1 2024130.0K$22M+5.19%
Q4 2023131.5K$25M+6.22%
Q3 2023131.8K$23M+6.09%
Q2 2023131.2K$25M+6.49%
Q1 2023121.7K$20M+5.74%
Q4 2022120.9K$16M+5.00%
Q3 2022125.0K$17M+5.67%
Q2 2022125.6K$17M+5.34%
Q1 2022123.6K$22M+5.73%
Q4 2021119.7K$21M+5.73%
Q3 2021119.0K$17M+4.96%
Q2 2021121.2K$17M+4.82%
Q1 2021122.5K$15M+4.71%
Q4 2020127.6K$17M+5.96%
Q3 2020128.7K$15M+6.10%
Q2 202032.5K$12M+5.04%
Q1 202032.6K$8M+4.62%
Q4 201932.0K$9M+4.51%
Q3 201933.1K$7M+3.84%
Q2 201933.1K$7M+3.49%
Q1 201933.8K$6M+3.65%
Q4 201831.5K$5M+3.21%

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