SEC 13F Intelligence

West Branch Capital LLC / AAPL

West Branch Capital LLC’s Apple Inc Position

Does West Branch Capital LLC own Apple Inc (AAPL)? Yes — 148.5K shares worth $43M (+9.99% of its 13F portfolio) as of Q2 2026, down from 151.5K shares the prior filed quarter.

Position Value
$43M
Q2 2026
Shares
148.5K
% of Portfolio
+9.99%
Quarters Held
31
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ3 ’19: $9MQ4 ’19: $11MQ4 ’19Q1 ’20: $10MQ2 ’20: $14MQ3 ’20: $18MQ4 ’20: $20MQ4 ’20Q1 ’21: $18MQ2 ’21: $20MQ3 ’21: $21MQ4 ’21: $26MQ4 ’21Q1 ’22: $24MQ2 ’22: $19MQ3 ’22: $19MQ4 ’22: $18MQ4 ’22Q1 ’23: $23MQ2 ’23: $27MQ3 ’23: $24MQ4 ’23: $27MQ4 ’23Q1 ’24: $26MQ2 ’24: $32MQ3 ’24: $36MQ4 ’24: $39MQ4 ’24Q1 ’25: $34MQ2 ’25: $31MQ3 ’25: $39MQ4 ’25: $41MQ4 ’25Q1 ’26: $38MQ2 ’26: $43Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026148.5K$43M+9.99%
Q1 2026151.5K$38M+10.29%
Q4 2025150.9K$41M+10.57%
Q3 2025152.2K$39M+10.17%
Q2 2025152.6K$31M+9.26%
Q1 2025154.9K$34M+11.48%
Q4 2024154.7K$39M+12.36%
Q3 2024152.7K$36M+12.31%
Q2 2024152.1K$32M+11.90%
Q1 2024154.1K$26M+10.66%
Q4 2023141.9K$27M+12.84%
Q3 2023138.0K$24M+12.40%
Q2 2023139.6K$27M+13.51%
Q1 2023139.8K$23M+12.84%
Q4 2022136.7K$18M+10.97%
Q3 2022136.8K$19M+11.75%
Q2 2022137.4K$19M+10.86%
Q1 2022140.2K$24M+11.70%
Q4 2021148.9K$26M+11.25%
Q3 2021147.8K$21M+10.06%
Q2 2021148.8K$20M+10.01%
Q1 2021148.4K$18M+10.61%
Q4 2020150.2K$20M+11.78%
Q3 2020153.3K$18M+11.33%
Q2 202039.4K$14M+10.14%
Q1 202038.5K$10M+9.36%
Q4 201939.1K$11M+8.00%
Q3 201940.8K$9M+6.77%
Q2 201941.4K$8M+6.76%
Q1 201941.7K$8M+7.08%
Q4 201839.9K$6M+6.63%

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