Synergy Asset Management, LLC / AAPL
Synergy Asset Management, LLC’s Apple Inc Position
Does Synergy Asset Management, LLC own Apple Inc (AAPL)? Yes — 158.3K shares worth $40M (+4.27% of its 13F portfolio) as of Q1 2026, down from 184.3K shares the prior filed quarter.
Position Value
$40M
Q1 2026
Shares
158.3K
% of Portfolio
+4.27%
Quarters Held
22
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 158.3K | $40M | +4.27% |
| Q4 2025 | 184.3K | $50M | +5.21% |
| Q3 2025 | 327.9K | $84M | +3.02% |
| Q2 2025 | 160.3K | $33M | +3.76% |
| Q1 2025 | 175.8K | $39M | +4.92% |
| Q4 2024 | 183.4K | $45M | +3.46% |
| Q3 2024 | 170.6K | $40M | +6.04% |
| Q2 2024 | 118.9K | $25M | +3.92% |
| Q1 2024 | 114.5K | $20M | +3.34% |
| Q4 2023 | 83.5K | $16M | +2.88% |
| Q3 2023 | 105.2K | $18M | +3.57% |
| Q2 2023 | 85.9K | $17M | +4.12% |
| Q1 2023 | 87.6K | $14M | +3.46% |
| Q4 2022 | 72.4K | $9M | +2.41% |
| Q3 2022 | 46.7K | $6M | +1.74% |
| Q2 2022 | 77.9K | $11M | +2.82% |
| Q1 2022 | 116.0K | $20M | +4.87% |
| Q4 2021 | 109.0K | $19M | +4.60% |
| Q3 2021 | 238.3K | $34M | +7.83% |
| Q2 2021 | 130.2K | $18M | +4.73% |
| Q1 2021 | 106.4K | $13M | +3.89% |
| Q4 2020 | 123.5K | $16M | +5.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Synergy Asset Management, LLC’s full portfolio or all institutional holders of AAPL.