Sargent Investment Group, LLC / AAPL
Sargent Investment Group, LLC’s Apple Inc Position
Does Sargent Investment Group, LLC own Apple Inc (AAPL)? Yes — 176.5K shares worth $45M (+5.90% of its 13F portfolio) as of Q1 2026, down from 177.3K shares the prior filed quarter.
Position Value
$45M
Q1 2026
Shares
176.5K
% of Portfolio
+5.90%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 176.5K | $45M | +5.90% |
| Q4 2025 | 177.3K | $48M | +6.04% |
| Q3 2025 | 180.8K | $46M | +6.56% |
| Q2 2025 | 180.9K | $39M | +5.22% |
| Q1 2025 | 181.8K | $40M | +6.45% |
| Q4 2024 | 179.0K | $42M | +6.86% |
| Q3 2024 | 155.6K | $36M | +6.51% |
| Q2 2024 | 156.6K | $33M | +6.73% |
| Q1 2024 | 152.6K | $26M | +5.74% |
| Q4 2023 | 174.4K | $34M | +7.35% |
| Q3 2023 | 179.1K | $31M | +7.39% |
| Q2 2023 | 177.2K | $34M | +8.35% |
| Q1 2023 | 186.1K | $31M | +8.15% |
| Q4 2022 | 188.5K | $24M | +7.61% |
| Q3 2022 | 190.5K | $28M | +8.62% |
| Q2 2022 | 185.9K | $25M | +7.85% |
| Q1 2022 | 188.1K | $33M | +8.28% |
| Q4 2021 | 165.5K | $29M | +6.70% |
| Q3 2021 | 165.3K | $23M | +5.68% |
| Q2 2021 | 159.6K | $22M | +5.19% |
| Q1 2021 | 162.5K | $20M | +5.23% |
| Q4 2020 | 153.6K | $20M | +6.44% |
| Q3 2020 | 160.9K | $19M | +6.78% |
| Q2 2020 | 43.6K | $16M | +5.96% |
| Q1 2020 | 43.6K | $11M | +5.10% |
| Q4 2019 | 83.4K | $24M | +4.58% |
| Q3 2019 | 39.7K | $9M | +4.00% |
| Q2 2019 | 40.6K | $8M | +3.67% |
| Q1 2019 | 41.9K | $8M | +3.83% |
| Q4 2018 | 40.8K | $6M | +3.95% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sargent Investment Group, LLC’s full portfolio or all institutional holders of AAPL.