SEC 13F Intelligence

Soltis Investment Advisors LLC / AAPL

Soltis Investment Advisors LLC’s Apple Inc Position

Does Soltis Investment Advisors LLC own Apple Inc (AAPL)? Yes — 267.6K shares worth $68M (+4.28% of its 13F portfolio) as of Q1 2026, up from 257.9K shares the prior filed quarter.

Position Value
$68M
Q1 2026
Shares
267.6K
% of Portfolio
+4.28%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $5MQ3 ’20: $7MQ4 ’20: $9MQ4 ’20Q1 ’21: $9MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $13MQ4 ’21Q1 ’22: $14MQ2 ’22: $13MQ3 ’22: $14MQ4 ’22: $16MQ4 ’22Q1 ’23: $24MQ2 ’23: $33MQ3 ’23: $28MQ4 ’23: $36MQ4 ’23Q1 ’24: $31MQ2 ’24: $42MQ3 ’24: $49MQ4 ’24: $60MQ4 ’24Q1 ’25: $55MQ2 ’25: $60MQ3 ’25: $73MQ4 ’25: $70MQ4 ’25Q1 ’26: $68Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026267.6K$68M+4.28%
Q4 2025257.9K$70M+4.55%
Q3 2025285.7K$73M+5.03%
Q2 2025291.4K$60M+4.70%
Q1 2025248.7K$55M+4.94%
Q4 2024240.7K$60M+5.58%
Q3 2024209.1K$49M+4.69%
Q2 2024197.5K$42M+4.40%
Q1 2024179.1K$31M+3.44%
Q4 2023187.4K$36M+4.07%
Q3 2023162.1K$28M+3.57%
Q2 2023168.5K$33M+3.80%
Q1 2023148.4K$24M+3.11%
Q4 2022119.7K$16M+2.05%
Q3 202299.7K$14M+2.07%
Q2 202291.5K$13M+1.82%
Q1 202278.2K$14M+1.90%
Q4 202174.6K$13M+1.87%
Q3 202193.1K$13M+2.04%
Q2 202191.5K$13M+1.99%
Q1 202171.7K$9M+1.60%
Q4 202064.9K$9M+1.60%
Q3 202062.5K$7M+1.70%
Q2 202015.1K$5M+1.42%
Q1 202013.3K$3M+1.05%
Q4 201910.5K$3M+0.60%

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