SEC 13F Intelligence

Wny Asset Management, LLC / AAPL

Wny Asset Management, LLC’s Apple Inc Position

Does Wny Asset Management, LLC own Apple Inc (AAPL)? Yes65.4K shares worth $17M (+1.72% of its 13F portfolio) as of Q1 2026, up from 65.0K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
65.4K
% of Portfolio
+1.72%
Quarters Held
20
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ3 ’21: $9MQ3 ’21Q4 ’21: $12MQ1 ’22: $12MQ2 ’22: $9MQ2 ’22Q3 ’22: $9MQ4 ’22: $8MQ1 ’23: $10MQ1 ’23Q2 ’23: $12MQ4 ’23: $12MQ1 ’24: $11MQ1 ’24Q2 ’24: $13MQ3 ’24: $14MQ4 ’24: $15MQ4 ’24Q1 ’25: $13MQ2 ’25: $12MQ3 ’25: $17MQ3 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202665.4K$17M+1.72%
Q3 202565.0K$17M+1.59%
Q2 202558.1K$12M+1.31%
Q1 202558.4K$13M+1.54%
Q4 202458.5K$15M+1.82%
Q3 202459.7K$14M+1.62%
Q2 202461.6K$13M+1.72%
Q1 202462.2K$11M+1.63%
Q4 202364.5K$12M+2.10%
Q2 202360.9K$12M+2.51%
Q1 202362.0K$10M+2.43%
Q4 202262.6K$8M+2.20%
Q3 202267.1K$9M+3.37%
Q2 202267.4K$9M+3.12%
Q1 202267.4K$12M+3.63%
Q4 202167.0K$12M+3.54%
Q3 202166.6K$9M+3.25%
Q2 202164.1K$9M+3.15%
Q1 202164.1K$8M+3.13%
Q4 202057.0K$8M+3.82%

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