SEC 13F Intelligence

Xml Financial, LLC / AAPL

Xml Financial, LLC’s Apple Inc Position

Does Xml Financial, LLC own Apple Inc (AAPL)? Yes — 115.1K shares worth $29M (+2.36% of its 13F portfolio) as of Q1 2026, down from 115.4K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
115.1K
% of Portfolio
+2.36%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $8MQ3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ3 ’21: $23MQ4 ’21: $28MQ4 ’21Q1 ’22: $26MQ2 ’22: $11MQ3 ’22: $21MQ4 ’22: $20MQ4 ’22Q1 ’23: $25MQ2 ’23: $29MQ3 ’23: $26MQ4 ’23: $28MQ4 ’23Q1 ’24: $23MQ2 ’24: $28MQ3 ’24: $30MQ4 ’24: $33MQ4 ’24Q1 ’25: $29MQ2 ’25: $25MQ3 ’25: $31MQ4 ’25: $31MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026115.1K$29M+2.36%
Q4 2025115.4K$31M+2.56%
Q3 2025121.9K$31M+2.53%
Q2 2025122.9K$25M+2.18%
Q1 2025130.1K$29M+2.70%
Q4 2024131.2K$33M+3.01%
Q3 2024129.8K$30M+2.81%
Q2 2024131.1K$28M+2.78%
Q1 2024134.5K$23M+2.36%
Q4 2023144.1K$28M+2.93%
Q3 2023152.2K$26M+3.12%
Q2 2023151.8K$29M+3.41%
Q1 2023151.7K$25M+3.05%
Q4 2022156.0K$20M+2.55%
Q3 2022153.8K$21M+2.95%
Q2 202278.1K$11M+2.41%
Q1 2022146.9K$26M+3.05%
Q4 2021156.9K$28M+3.36%
Q3 2021162.8K$23M+3.07%
Q2 202173.9K$10M+2.23%
Q1 202175.3K$9M+2.24%
Q4 202079.0K$10M+2.72%
Q3 202074.9K$9M+2.71%
Q2 202021.4K$8M+2.70%
Q1 202019.2K$5M+2.11%
Q4 201919.3K$6M+2.06%

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