SEC 13F Intelligence

Capital Square, LLC / AAPL

Capital Square, LLC’s Apple Inc Position

Does Capital Square, LLC own Apple Inc (AAPL)? Yes13.6K shares worth $4M (+1.69% of its 13F portfolio) as of Q1 2026, up from 12.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
13.6K
% of Portfolio
+1.69%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.6K$4M+1.69%
Q4 202512.6K$3M+1.75%
Q3 202512.4K$3M+1.61%
Q2 202512.6K$3M+1.42%
Q1 202513.7K$3M+1.79%
Q4 202414.5K$3M+1.83%
Q3 202414.5K$3M+2.06%
Q2 202414.7K$3M+2.15%
Q1 202414.7K$3M+1.78%
Q4 202315.0K$3M+3.26%
Q3 202314.9K$3M+3.52%
Q2 202314.6K$3M+2.63%
Q1 202314.7K$2M+2.24%
Q4 202215.5K$2M+1.82%
Q3 202216.7K$2M+2.10%
Q2 202216.6K$2M+1.88%
Q1 202216.6K$3M+2.07%
Q4 202116.5K$3M+2.00%
Q3 202117.1K$2M+1.73%
Q2 202116.8K$2M+1.81%
Q1 202117.0K$2M+1.68%
Q4 202018.0K$2M+2.00%
Q3 202017.4K$2M+2.09%
Q2 20204.3K$2M+1.67%
Q1 20204.2K$1M+1.25%
Q4 20195.3K$2M+1.47%

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