SEC 13F Intelligence

Perennial Investment Advisors, LLC / AAPL

Perennial Investment Advisors, LLC’s Apple Inc Position

Does Perennial Investment Advisors, LLC own Apple Inc (AAPL)? Yes — 167.5K shares worth $43M (+3.39% of its 13F portfolio) as of Q1 2026, up from 163.8K shares the prior filed quarter.

Position Value
$43M
Q1 2026
Shares
167.5K
% of Portfolio
+3.39%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $13MQ4 ’19Q1 ’20: $12MQ2 ’20: $15MQ3 ’20: $21MQ4 ’20: $24MQ4 ’20Q1 ’21: $22MQ2 ’21: $26MQ3 ’21: $27MQ4 ’21: $34MQ4 ’21Q1 ’22: $34MQ2 ’22: $25MQ3 ’22: $22MQ4 ’22: $19MQ4 ’22Q1 ’23: $28MQ2 ’23: $33MQ3 ’23: $30MQ4 ’23: $33MQ4 ’23Q1 ’24: $29MQ2 ’24: $36MQ3 ’24: $39MQ4 ’24: $41MQ4 ’24Q1 ’25: $37MQ2 ’25: $33MQ3 ’25: $42MQ4 ’25: $45MQ4 ’25Q1 ’26: $43Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026167.5K$43M+3.39%
Q4 2025163.8K$45M+3.51%
Q3 2025164.2K$42M+3.45%
Q2 2025159.7K$33M+3.16%
Q1 2025166.6K$37M+4.16%
Q4 2024164.2K$41M+4.84%
Q3 2024168.8K$39M+5.10%
Q2 2024169.0K$36M+5.08%
Q1 2024168.2K$29M+4.38%
Q4 2023172.4K$33M+5.47%
Q3 2023172.8K$30M+5.34%
Q2 2023171.7K$33M+5.86%
Q1 2023171.2K$28M+5.25%
Q4 2022148.3K$19M+7.83%
Q3 2022155.6K$22M+9.76%
Q2 2022186.4K$25M+9.95%
Q1 2022193.6K$34M+10.69%
Q4 2021192.7K$34M+10.70%
Q3 2021191.1K$27M+9.57%
Q2 2021186.9K$26M+9.34%
Q1 2021176.0K$22M+8.49%
Q4 2020179.0K$24M+10.17%
Q3 2020179.5K$21M+10.43%
Q2 202042.4K$15M+10.47%
Q1 202045.6K$12M+10.31%
Q4 201945.9K$13M+10.62%

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