SEC 13F Intelligence

Costello Asset Management, Inc / AAPL

Costello Asset Management, Inc’s Apple Inc Position

Does Costello Asset Management, Inc own Apple Inc (AAPL)? Yes — 90.4K shares worth $23M (+7.93% of its 13F portfolio) as of Q1 2026, up from 90.0K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
90.4K
% of Portfolio
+7.93%
Quarters Held
28
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $4MQ4 ’20: $5MQ1 ’21: $5MQ2 ’21: $5MQ2 ’21Q3 ’21: $6MQ4 ’21: $7MQ1 ’22: $7MQ2 ’22: $2MQ2 ’22Q3 ’22: $1MQ4 ’22: $1MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $1MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ1 ’25: $25MQ2 ’25: $18MQ2 ’25Q3 ’25: $23MQ4 ’25: $24MQ1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202690.4K$23M+7.93%
Q4 202590.0K$24M+8.09%
Q3 202591.5K$23M+7.80%
Q2 202589.5K$18M+6.90%
Q1 2025111.2K$25M+10.02%
Q4 20248.0K$2M+1.32%
Q3 20247.9K$2M+1.24%
Q2 20247.3K$2M+1.15%
Q1 20248.4K$1M+1.03%
Q4 20239.2K$2M+1.47%
Q3 20239.2K$2M+1.45%
Q2 20239.2K$2M+1.52%
Q1 20239.2K$2M+1.56%
Q4 20229.2K$1M+1.08%
Q3 20229.3K$1M+1.22%
Q2 202212.4K$2M+1.47%
Q1 202239.2K$7M+4.70%
Q4 202141.5K$7M+4.51%
Q3 202140.9K$6M+3.70%
Q2 202139.6K$5M+3.55%
Q1 202139.9K$5M+3.36%
Q4 202036.0K$5M+3.61%
Q3 202031.5K$4M+3.21%
Q2 20208.1K$3M+2.89%
Q3 201912.2K$3M+3.25%
Q2 201914.4K$3M+3.24%
Q1 201914.8K$3M+3.36%
Q4 201815.2K$2M+3.11%

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