SEC 13F Intelligence

Brandywine Oak Private Wealth LLC / AAPL

Brandywine Oak Private Wealth LLC’s Apple Inc Position

Does Brandywine Oak Private Wealth LLC own Apple Inc (AAPL)? Yes — 120.5K shares worth $31M (+2.57% of its 13F portfolio) as of Q1 2026, down from 122.3K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
120.5K
% of Portfolio
+2.57%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $11MQ4 ’20: $13MQ4 ’20Q1 ’21: $12MQ2 ’21: $16MQ3 ’21: $17MQ4 ’21: $20MQ4 ’21Q1 ’22: $20MQ2 ’22: $16MQ3 ’22: $16MQ4 ’22: $14MQ4 ’22Q1 ’23: $18MQ2 ’23: $21MQ3 ’23: $18MQ4 ’23: $20MQ4 ’23Q1 ’24: $17MQ2 ’24: $21MQ3 ’24: $24MQ4 ’24: $34MQ4 ’24Q1 ’25: $30MQ2 ’25: $27MQ3 ’25: $33MQ4 ’25: $33MQ4 ’25Q1 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026120.5K$31M+2.57%
Q4 2025122.3K$33M+2.79%
Q3 2025130.5K$33M+2.89%
Q2 2025131.2K$27M+2.49%
Q1 2025134.1K$30M+2.92%
Q4 2024135.7K$34M+3.32%
Q3 2024101.4K$24M+2.29%
Q2 2024100.7K$21M+2.18%
Q1 2024101.1K$17M+1.81%
Q4 2023101.8K$20M+2.18%
Q3 2023107.7K$18M+2.16%
Q2 2023108.6K$21M+2.36%
Q1 2023109.5K$18M+2.11%
Q4 2022110.1K$14M+1.78%
Q3 2022114.4K$16M+2.15%
Q2 2022115.2K$16M+2.02%
Q1 2022115.8K$20M+2.31%
Q4 2021114.9K$20M+2.23%
Q3 2021122.3K$17M+2.01%
Q2 2021113.6K$16M+1.82%
Q1 202195.2K$12M+1.71%
Q4 202095.5K$13M+1.93%
Q3 202094.5K$11M+1.83%
Q2 202024.8K$9M+1.61%
Q1 202025.6K$7M+1.34%
Q4 201925.5K$7M+1.36%
Q3 201924.9K$6M+1.06%
Q2 201925.0K$5M+0.99%
Q1 201925.8K$5M+1.02%
Q4 201824.8K$4M+0.88%

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