SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / AAPL

Steward Partners Investment Advisory, LLC’s Apple Inc Position

Does Steward Partners Investment Advisory, LLC own Apple Inc (AAPL)? Yes — 2.46M shares worth $624M (+3.18% of its 13F portfolio) as of Q1 2026, up from 2.23M shares the prior filed quarter.

Position Value
$624M
Q1 2026
Shares
2.46M
% of Portfolio
+3.18%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $60MQ4 ’18Q1 ’19: $76MQ2 ’19: $78MQ3 ’19: $92MQ4 ’19: $120MQ4 ’19Q1 ’20: $106MQ2 ’20: $157MQ3 ’20: $207MQ4 ’20: $235MQ4 ’20Q1 ’21: $524.2BQ2 ’21: $243MQ3 ’21: $258MQ4 ’21: $331MQ4 ’21Q1 ’22: $319MQ2 ’22: $251MQ3 ’22: $259MQ4 ’22: $241MQ4 ’22Q1 ’23: $306MQ2 ’23: $361MQ3 ’23: $330MQ4 ’23: $377MQ4 ’23Q1 ’24: $341MQ2 ’24: $425MQ3 ’24: $499MQ4 ’24: $544MQ4 ’24Q1 ’25: $477MQ2 ’25: $429MQ3 ’25: $560MQ4 ’25: $606MQ4 ’25Q1 ’26: $624Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.46M$624M+3.18%
Q4 20252.23M$606M+3.32%
Q3 20252.20M$560M+3.21%
Q2 20252.09M$429M+3.35%
Q1 20252.15M$477M+4.22%
Q4 20242.17M$544M+4.83%
Q3 20242.14M$499M+4.61%
Q2 20242.02M$425M+4.48%
Q1 20241.99M$341M+3.76%
Q4 20231.96M$377M+5.10%
Q3 20231.93M$330M+5.07%
Q2 20231.86M$361M+5.42%
Q1 20231.86M$306M+4.90%
Q4 20221.85M$241M+4.09%
Q3 20221.87M$259M+4.84%
Q2 20221.83M$251M+4.59%
Q1 20221.83M$319M+4.94%
Q4 20211.86M$331M+5.02%
Q3 20211.82M$258M+4.43%
Q2 20211.78M$243M+4.11%
Q1 20214.29M$524.2B+4.61%
Q4 20201.77M$235M+5.08%
Q3 20201.79M$207M+5.21%
Q2 2020431.1K$157M+4.48%
Q1 2020416.9K$106M+3.88%
Q4 2019409.7K$120M+3.55%
Q3 2019409.9K$92M+3.09%
Q2 2019396.0K$78M+2.88%
Q1 2019398.5K$76M+3.21%
Q4 2018382.9K$60M+2.94%

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