SEC 13F Intelligence

Allied Investment Advisors, LLC / AAPL

Allied Investment Advisors, LLC’s Apple Inc Position

Does Allied Investment Advisors, LLC own Apple Inc (AAPL)? Yes — 48.2K shares worth $12M (+1.75% of its 13F portfolio) as of Q1 2026, down from 49.1K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
48.2K
% of Portfolio
+1.75%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $14MQ4 ’21Q1 ’22: $14MQ2 ’22: $11MQ3 ’22: $11MQ4 ’22: $10MQ4 ’22Q1 ’23: $13MQ2 ’23: $16MQ3 ’23: $14MQ4 ’23: $16MQ4 ’23Q1 ’24: $14MQ2 ’24: $18MQ3 ’24: $19MQ4 ’24: $21MQ4 ’24Q1 ’25: $11MQ2 ’25: $10MQ3 ’25: $13MQ4 ’25: $13MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.2K$12M+1.75%
Q4 202549.1K$13M+2.07%
Q3 202549.6K$13M+2.01%
Q2 202550.5K$10M+1.81%
Q1 202551.2K$11M+2.15%
Q4 202483.7K$21M+4.22%
Q3 202482.7K$19M+3.82%
Q2 202483.5K$18M+4.13%
Q1 202483.0K$14M+3.44%
Q4 202380.8K$16M+4.23%
Q3 202381.0K$14M+4.15%
Q2 202381.7K$16M+4.59%
Q1 202381.3K$13M+4.15%
Q4 202280.6K$10M+3.28%
Q3 202281.3K$11M+4.19%
Q2 202280.9K$11M+3.97%
Q1 202280.7K$14M+4.59%
Q4 202178.5K$14M+4.77%
Q3 202179.2K$11M+4.24%
Q2 202180.2K$11M+4.13%
Q1 202178.6K$10M+4.11%
Q4 202082.4K$11M+5.26%
Q3 202084.9K$10M+5.29%
Q2 202023.8K$9M+5.00%
Q1 202025.8K$7M+4.74%
Q4 201928.7K$8M+4.99%
Q3 201929.5K$7M+4.26%
Q2 201929.5K$6M+3.91%
Q1 201930.0K$6M+3.95%
Q4 201827.9K$4M+3.63%

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