SEC 13F Intelligence

Walkner Condon Financial Advisors LLC / AAPL

Walkner Condon Financial Advisors LLC’s Apple Inc Position

Does Walkner Condon Financial Advisors LLC own Apple Inc (AAPL)? Yes63.5K shares worth $16M (+2.12% of its 13F portfolio) as of Q1 2026, up from 60.2K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
63.5K
% of Portfolio
+2.12%
Quarters Held
24
currently held

Position History AAPL

Reported value by quarter
Q2 ’20: $3MQ2 ’20Q3 ’20: $6MQ4 ’20: $6MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $2.4BQ4 ’21Q1 ’22: $7.8BQ2 ’22: $7MQ3 ’22: $7MQ3 ’22Q4 ’22: $6MQ1 ’23: $8MQ2 ’23: $11MQ2 ’23Q3 ’23: $10MQ4 ’23: $11MQ1 ’24: $10MQ1 ’24Q2 ’24: $12MQ3 ’24: $14MQ4 ’24: $15MQ4 ’24Q1 ’25: $13MQ2 ’25: $12MQ3 ’25: $15MQ3 ’25Q4 ’25: $16MQ1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.5K$16M+2.12%
Q4 202560.2K$16M+2.27%
Q3 202560.6K$15M+2.44%
Q2 202559.4K$12M+2.24%
Q1 202559.7K$13M+2.68%
Q4 202458.4K$15M+2.97%
Q3 202458.1K$14M+2.76%
Q2 202457.3K$12M+2.60%
Q1 202458.3K$10M+2.12%
Q4 202358.5K$11M+2.57%
Q3 202356.5K$10M+2.56%
Q2 202356.1K$11M+2.88%
Q1 202350.9K$8M+2.35%
Q4 202249.6K$6M+1.93%
Q3 202249.4K$7M+2.20%
Q2 202248.4K$7M+2.07%
Q1 202244.6K$7.8B+2.22%
Q4 202113.6K$2.4B+1.57%
Q3 202150.6K$7M+3.52%
Q2 202149.8K$7M+2.50%
Q1 202149.6K$6M+2.35%
Q4 202048.5K$6M+2.78%
Q3 202048.4K$6M+3.00%
Q2 20209.1K$3M+2.94%

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