SEC 13F Intelligence

Belpointe Asset Management LLC / AAPL

Belpointe Asset Management LLC’s Apple Inc Position

Does Belpointe Asset Management LLC own Apple Inc (AAPL)? Yes258.6K shares worth $66M (+2.40% of its 13F portfolio) as of Q1 2026, up from 251.7K shares the prior filed quarter.

Position Value
$66M
Q1 2026
Shares
258.6K
% of Portfolio
+2.40%
Quarters Held
28
currently held

Position History AAPL

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $17MQ3 ’19: $11MQ4 ’19: $34MQ2 ’20: $43MQ2 ’20Q3 ’20: $57MQ4 ’20: $69MQ1 ’21: $60MQ2 ’21: $68MQ2 ’21Q3 ’21: $69MQ4 ’21: $87MQ1 ’22: $90MQ2 ’22: $71MQ2 ’22Q3 ’22: $76MQ4 ’22: $70MQ1 ’23: $106MQ2 ’23: $53MQ2 ’23Q3 ’23: $54MQ4 ’23: $56MQ1 ’24: $61MQ2 ’24: $76MQ2 ’24Q3 ’24: $80MQ4 ’24: $83MQ1 ’25: $70MQ2 ’25: $51MQ2 ’25Q3 ’25: $63MQ4 ’25: $68MQ1 ’26: $66Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026258.6K$66M+2.40%
Q4 2025251.7K$68M+2.47%
Q3 2025247.3K$63M+2.41%
Q2 2025250.8K$51M+2.14%
Q1 2025314.9K$70M+3.64%
Q4 2024363.8K$83M+5.02%
Q3 2024342.2K$80M+4.78%
Q2 2024362.7K$76M+5.33%
Q1 2024358.6K$61M+4.61%
Q4 2023289.9K$56M+4.90%
Q3 2023317.1K$54M+5.62%
Q2 2023270.9K$53M+5.56%
Q1 2023645.3K$106M+5.74%
Q4 2022542.6K$70M+4.26%
Q3 2022552.5K$76M+5.13%
Q2 2022522.5K$71M+4.76%
Q1 2022515.3K$90M+5.45%
Q4 2021490.8K$87M+5.43%
Q3 2021485.2K$69M+4.68%
Q2 2021500.8K$68M+4.92%
Q1 2021496.7K$60M+5.18%
Q4 2020521.3K$69M+6.21%
Q3 2020491.5K$57M+6.33%
Q2 2020117.7K$43M+5.56%
Q4 2019122.2K$34M+4.36%
Q3 201956.3K$11M+2.19%
Q2 201988.2K$17M+3.27%
Q1 201947.1K$7M+1.88%

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