SEC 13F Intelligence

Ellenbecker Investment Group / AAPL

Ellenbecker Investment Group’s Apple Inc Position

Does Ellenbecker Investment Group own Apple Inc (AAPL)? Yes — 37.7K shares worth $10M (+1.29% of its 13F portfolio) as of Q1 2026, down from 38.7K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
37.7K
% of Portfolio
+1.29%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $4,925Q4 ’22Q1 ’23: $6,265Q2 ’23: $7,427Q3 ’23: $6,760Q4 ’23: $7,160Q4 ’23Q1 ’24: $6MQ2 ’24: $8MQ3 ’24: $8MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ3 ’25: $9MQ4 ’25: $11MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.7K$10M+1.29%
Q4 202538.7K$11M+1.47%
Q3 202536.9K$9M+1.39%
Q2 202537.3K$8M+1.24%
Q1 202536.7K$8M+1.46%
Q4 202436.9K$9M+1.65%
Q3 202435.3K$8M+1.55%
Q2 202436.8K$8M+1.56%
Q1 202436.7K$6M+1.32%
Q4 202337.2K$7,160+1.66%
Q3 202339.5K$6,760+1.75%
Q2 202338.3K$7,427+1.87%
Q1 202338.0K$6,265+1.71%
Q4 202237.9K$4,925+1.46%
Q3 202236.7K$5M+1.61%
Q2 202236.4K$5M+1.53%
Q1 202235.3K$6M+1.75%
Q4 202134.6K$6M+1.70%
Q3 202134.0K$5M+1.51%
Q2 202134.7K$5M+1.56%
Q1 202134.3K$4M+1.47%
Q4 202033.2K$4M+1.63%
Q3 202034.6K$4M+1.70%
Q2 20208.4K$3M+1.54%
Q1 20208.1K$2M+1.30%
Q4 20198.1K$2M+1.24%
Q3 20197.8K$2M+0.98%
Q2 20198.5K$2M+0.98%
Q1 20198.9K$2M+1.08%
Q4 20188.7K$1M+1.07%

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