SEC 13F Intelligence

Gradient Capital Advisors, LLC / AAPL

Gradient Capital Advisors, LLC’s Apple Inc Position

Does Gradient Capital Advisors, LLC own Apple Inc (AAPL)? Yes — 71.1K shares worth $21M (+4.76% of its 13F portfolio) as of Q2 2026, down from 71.6K shares the prior filed quarter.

Position Value
$21M
Q2 2026
Shares
71.1K
% of Portfolio
+4.76%
Quarters Held
31
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $9MQ3 ’20: $12MQ4 ’20: $13MQ4 ’20Q1 ’21: $12MQ2 ’21: $14MQ3 ’21: $14MQ4 ’21: $18MQ4 ’21Q1 ’22: $18MQ2 ’22: $14MQ3 ’22: $15MQ4 ’22: $14MQ4 ’22Q1 ’23: $17MQ2 ’23: $20MQ3 ’23: $17MQ4 ’23: $18MQ4 ’23Q1 ’24: $15MQ2 ’24: $18MQ3 ’24: $19MQ4 ’24: $20MQ4 ’24Q1 ’25: $17MQ2 ’25: $15MQ3 ’25: $19MQ4 ’25: $20MQ4 ’25Q1 ’26: $18MQ2 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202671.1K$21M+4.76%
Q1 202671.6K$18M+4.71%
Q4 202572.8K$20M+5.10%
Q3 202573.5K$19M+5.02%
Q2 202574.0K$15M+4.48%
Q1 202576.3K$17M+5.53%
Q4 202479.6K$20M+6.42%
Q3 202481.4K$19M+6.28%
Q2 202485.4K$18M+6.43%
Q1 202488.7K$15M+5.59%
Q4 202394.6K$18M+6.93%
Q3 202398.6K$17M+7.06%
Q2 2023102.3K$20M+7.96%
Q1 2023103.4K$17M+7.25%
Q4 2022104.7K$14M+6.18%
Q3 2022106.2K$15M+7.01%
Q2 2022101.9K$14M+6.68%
Q1 2022101.6K$18M+7.52%
Q4 2021102.0K$18M+7.54%
Q3 2021101.8K$14M+6.61%
Q2 202199.5K$14M+6.39%
Q1 202198.6K$12M+6.38%
Q4 202098.3K$13M+7.44%
Q3 2020104.6K$12M+7.56%
Q2 202025.2K$9M+6.21%
Q1 202025.1K$6M+5.16%
Q4 201925.4K$7M+5.18%
Q3 201923.9K$5M+4.00%
Q2 201926.3K$5M+3.99%
Q1 201925.6K$5M+3.88%
Q4 201825.3K$4M+3.45%

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