SEC 13F Intelligence

Slatestone Wealth, LLC / AAPL

Slatestone Wealth, LLC’s Apple Inc Position

Does Slatestone Wealth, LLC own Apple Inc (AAPL)? Yes214.5K shares worth $54M (+4.49% of its 13F portfolio) as of Q1 2026, up from 205.9K shares the prior filed quarter.

Position Value
$54M
Q1 2026
Shares
214.5K
% of Portfolio
+4.49%
Quarters Held
28
currently held

Position History AAPL

Reported value by quarter
Q1 ’19: $13MQ1 ’19Q2 ’19: $14MQ3 ’19: $16MQ4 ’19: $22MQ1 ’20: $16MQ1 ’20Q2 ’20: $22MQ3 ’20: $26MQ4 ’20: $24MQ1 ’21: $22MQ1 ’21Q2 ’21: $25MQ3 ’21: $25MQ4 ’21: $34MQ1 ’22: $32MQ1 ’22Q2 ’22: $25MQ3 ’22: $24MQ4 ’22: $24MQ2 ’23: $31MQ2 ’23Q3 ’23: $53MQ4 ’23: $60MQ1 ’24: $55MQ2 ’24: $55MQ2 ’24Q3 ’24: $67MQ4 ’24: $62MQ1 ’25: $54MQ2 ’25: $49MQ2 ’25Q3 ’25: $55MQ4 ’25: $56MQ1 ’26: $54Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026214.5K$54M+4.49%
Q4 2025205.9K$56M+4.68%
Q3 2025217.8K$55M+4.80%
Q2 2025239.3K$49M+4.59%
Q1 2025241.4K$54M+5.38%
Q4 2024248.8K$62M+6.11%
Q3 2024285.5K$67M+5.99%
Q2 2024261.3K$55M+5.96%
Q1 2024321.7K$55M+5.54%
Q4 2023313.6K$60M+7.84%
Q3 2023310.9K$53M+7.74%
Q2 2023191.0K$31M+6.52%
Q4 2022185.7K$24M+5.82%
Q3 2022175.3K$24M+6.45%
Q2 2022183.4K$25M+6.41%
Q1 2022185.1K$32M+7.21%
Q4 2021192.7K$34M+7.31%
Q3 2021177.4K$25M+5.75%
Q2 2021181.8K$25M+5.69%
Q1 2021181.7K$22M+5.48%
Q4 2020184.0K$24M+6.09%
Q3 2020220.9K$26M+5.52%
Q2 202060.3K$22M+4.92%
Q1 202063.8K$16M+4.62%
Q4 201975.8K$22M+5.09%
Q3 201970.4K$16M+4.60%
Q2 201970.8K$14M+3.95%
Q1 201970.9K$13M+4.13%

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