SEC 13F Intelligence

Odonnell Financial Services, LLC / AAPL

Odonnell Financial Services, LLC’s Apple Inc Position

Does Odonnell Financial Services, LLC own Apple Inc (AAPL)? Yes29.6K shares worth $8M (+2.58% of its 13F portfolio) as of Q1 2026, up from 28.1K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
29.6K
% of Portfolio
+2.58%
Quarters Held
19
currently held

Position History AAPL

Reported value by quarter
Q3 ’21: $4MQ3 ’21Q4 ’21: $5MQ1 ’22: $5MQ2 ’22: $5MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ1 ’23: $6MQ1 ’23Q2 ’23: $7MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ3 ’24: $8MQ3 ’24Q4 ’24: $8MQ1 ’25: $7MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $8MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.6K$8M+2.58%
Q4 202528.1K$8M+2.61%
Q3 202528.2K$7M+2.55%
Q2 202531.1K$6M+2.45%
Q1 202533.4K$7M+3.06%
Q4 202435.0K$8M+3.31%
Q3 202435.0K$8M+3.31%
Q2 202433.6K$7M+3.15%
Q1 202435.6K$6M+2.80%
Q4 202335.6K$7M+3.44%
Q3 202336.1K$6M+3.44%
Q2 202336.7K$7M+4.30%
Q1 202336.5K$6M+10.72%
Q4 202230.3K$4M+36.09%
Q3 202230.8K$4M+14.80%
Q2 202236.3K$5M+4.07%
Q1 202227.7K$5M+2.20%
Q4 202127.2K$5M+2.14%
Q3 202127.7K$4M+1.88%

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