SEC 13F Intelligence

Atticus Wealth Management, LLC / AAPL

Atticus Wealth Management, LLC’s Apple Inc Position

Does Atticus Wealth Management, LLC own Apple Inc (AAPL)? Yes — 49.3K shares worth $13M (+3.39% of its 13F portfolio) as of Q1 2026, down from 50.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
49.3K
% of Portfolio
+3.39%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $8MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $7MQ4 ’21: $9MQ4 ’21Q1 ’22: $11MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $11MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $8MQ2 ’24: $10MQ3 ’24: $11MQ4 ’24: $12MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ3 ’25: $13MQ4 ’25: $14MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.3K$13M+3.39%
Q4 202550.2K$14M+3.37%
Q3 202551.2K$13M+3.29%
Q2 202550.1K$10M+2.78%
Q1 202546.7K$10M+3.39%
Q4 202447.5K$12M+3.70%
Q3 202447.7K$11M+3.57%
Q2 202447.8K$10M+3.29%
Q1 202449.3K$8M+2.76%
Q4 202353.4K$10M+3.63%
Q3 202354.8K$9M+3.59%
Q2 202354.3K$11M+3.88%
Q1 202355.5K$9M+3.50%
Q4 202263.0K$8M+3.36%
Q3 202264.9K$9M+4.29%
Q2 202264.9K$9M+3.69%
Q1 202263.6K$11M+4.06%
Q4 202153.3K$9M+3.69%
Q3 202152.9K$7M+3.29%
Q2 202156.2K$8M+3.35%
Q1 202156.5K$7M+3.29%
Q4 202057.9K$8M+3.87%
Q3 202055.9K$6M+3.86%
Q2 202013.9K$5M+3.35%
Q1 202013.8K$4M+2.82%
Q4 201911.7K$3M+2.18%

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