SEC 13F Intelligence

Winthrop Advisory Group LLC / AAPL

Winthrop Advisory Group LLC’s Apple Inc Position

Does Winthrop Advisory Group LLC own Apple Inc (AAPL)? Yes — 154.2K shares worth $39M (+3.20% of its 13F portfolio) as of Q1 2026, down from 156.7K shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
154.2K
% of Portfolio
+3.20%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $10MQ2 ’19: $9MQ3 ’19: $10MQ4 ’19: $13MQ4 ’19Q1 ’20: $11MQ2 ’20: $15MQ3 ’20: $19MQ4 ’20: $22MQ4 ’20Q1 ’21: $20MQ2 ’21: $22MQ3 ’21: $23MQ4 ’21: $28MQ4 ’21Q1 ’22: $28MQ2 ’22: $23MQ3 ’22: $23MQ4 ’22: $21,626Q4 ’22Q1 ’23: $27,196Q2 ’23: $22MQ3 ’23: $28MQ4 ’23: $30MQ4 ’23Q1 ’24: $27MQ2 ’24: $32MQ3 ’24: $37MQ4 ’24: $39MQ4 ’24Q1 ’25: $33MQ2 ’25: $32MQ3 ’25: $40MQ4 ’25: $43MQ4 ’25Q1 ’26: $39Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026154.2K$39M+3.20%
Q4 2025156.7K$43M+3.61%
Q3 2025157.0K$40M+3.50%
Q2 2025155.8K$32M+3.08%
Q1 2025150.6K$33M+4.02%
Q4 2024154.6K$39M+4.65%
Q3 2024157.7K$37M+4.54%
Q2 2024153.9K$32M+4.41%
Q1 2024156.2K$27M+3.87%
Q4 2023158.2K$30M+4.76%
Q3 2023162.9K$28M+4.58%
Q2 2023166.4K$22M+4.10%
Q1 2023164.9K$27,196+4.80%
Q4 2022166.4K$21,626+4.10%
Q3 2022165.9K$23M+4.91%
Q2 2022165.2K$23M+5.30%
Q1 2022161.8K$28M+5.89%
Q4 2021158.7K$28M+5.66%
Q3 2021162.0K$23M+5.10%
Q2 2021162.7K$22M+5.01%
Q1 2021165.9K$20M+5.00%
Q4 2020164.8K$22M+5.72%
Q3 2020162.6K$19M+5.79%
Q2 202040.7K$15M+5.24%
Q1 202041.9K$11M+4.26%
Q4 201943.4K$13M+4.59%
Q3 201944.8K$10M+3.97%
Q2 201945.4K$9M+3.76%
Q1 201950.3K$10M+4.22%
Q4 201873.7K$12M+5.91%

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