SEC 13F Intelligence

Mitchell & Pahl Private Wealth, LLC / AAPL

Mitchell & Pahl Private Wealth, LLC’s Apple Inc Position

Does Mitchell & Pahl Private Wealth, LLC own Apple Inc (AAPL)? Yes — 28.2K shares worth $7M (+2.90% of its 13F portfolio) as of Q1 2026, down from 29.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
28.2K
% of Portfolio
+2.90%
Quarters Held
22
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $5MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ3 ’21Q4 ’21: $6MQ1 ’22: $6MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $4MQ1 ’23: $5MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $6MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ3 ’24: $7MQ3 ’24Q4 ’24: $8MQ1 ’25: $7MQ2 ’25: $6MQ2 ’25Q3 ’25: $8MQ4 ’25: $8MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.2K$7M+2.90%
Q4 202529.7K$8M+3.35%
Q3 202530.0K$8M+3.20%
Q2 202530.2K$6M+2.74%
Q1 202529.7K$7M+3.07%
Q4 202430.1K$8M+3.52%
Q3 202429.9K$7M+3.25%
Q2 202429.1K$6M+3.24%
Q1 202429.4K$5M+2.65%
Q4 202329.9K$6M+3.26%
Q3 202332.7K$6M+3.32%
Q2 202332.7K$6M+3.82%
Q1 202333.0K$5M+3.41%
Q4 202233.6K$4M+2.87%
Q3 202233.8K$5M+3.46%
Q2 202233.9K$5M+3.23%
Q1 202233.4K$6M+3.71%
Q4 202134.2K$6M+3.89%
Q3 202134.2K$5M+3.49%
Q2 202134.4K$5M+3.37%
Q1 202134.5K$4M+3.27%
Q4 202034.1K$5M+3.81%

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