SEC 13F Intelligence

Foundations Investment Advisors, LLC / AAPL

Foundations Investment Advisors, LLC’s Apple Inc Position

Does Foundations Investment Advisors, LLC own Apple Inc (AAPL)? Yes441.5K shares worth $112M (+1.39% of its 13F portfolio) as of Q1 2026, up from 418.4K shares the prior filed quarter.

Position Value
$112M
Q1 2026
Shares
441.5K
% of Portfolio
+1.39%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $474,000Q4 ’18Q1 ’19: $822,000Q2 ’19: $885,000Q3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $8MQ3 ’21: $11MQ4 ’21: $10MQ4 ’21Q1 ’22: $11MQ2 ’22: $16MQ3 ’22: $17MQ4 ’22: $24MQ4 ’22Q1 ’23: $32MQ2 ’23: $45MQ3 ’23: $44MQ4 ’23: $57MQ4 ’23Q1 ’24: $51MQ2 ’24: $61MQ3 ’24: $80MQ4 ’24: $91MQ4 ’24Q1 ’25: $82MQ2 ’25: $81MQ3 ’25: $102MQ4 ’25: $114MQ4 ’25Q1 ’26: $112Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026441.5K$112M+1.39%
Q4 2025418.4K$114M+1.49%
Q3 2025400.7K$102M+1.48%
Q2 2025392.9K$81M+1.27%
Q1 2025371.2K$82M+1.52%
Q4 2024363.1K$91M+1.75%
Q3 2024341.6K$80M+1.67%
Q2 2024291.9K$61M+1.49%
Q1 2024294.8K$51M+1.32%
Q4 2023304.9K$57M+1.53%
Q3 2023254.4K$44M+1.34%
Q2 2023229.8K$45M+1.48%
Q1 2023193.6K$32M+1.14%
Q4 2022187.2K$24M+0.97%
Q3 2022122.6K$17M+0.74%
Q2 2022112.4K$16M+0.67%
Q1 202265.8K$11M+0.42%
Q4 202155.0K$10M+0.36%
Q3 202175.4K$11M+0.46%
Q2 202156.1K$8M+0.39%
Q1 202146.0K$6M+0.34%
Q4 202040.8K$5M+0.35%
Q3 202036.3K$4M+0.90%
Q2 20209.0K$3M+0.29%
Q1 20205.1K$1M+0.14%
Q4 20194.7K$1M+0.17%
Q3 20194.6K$1M+0.13%
Q2 20194.3K$885,000+0.13%
Q1 20194.3K$822,000+0.14%
Q4 20182.7K$474,000+0.10%

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