SEC 13F Intelligence

Addison Advisors LLC / AAPL

Addison Advisors LLC’s Apple Inc Position

Does Addison Advisors LLC own Apple Inc (AAPL)? Yes25.1K shares worth $6M (+1.41% of its 13F portfolio) as of Q1 2026, up from 24.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
25.1K
% of Portfolio
+1.41%
Quarters Held
21
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $5MQ4 ’21Q1 ’22: $6MQ2 ’22: $4MQ3 ’22: $5MQ3 ’22Q4 ’22: $4MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $6MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ3 ’25: $6MQ3 ’25Q4 ’25: $7MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.1K$6M+1.41%
Q4 202524.6K$7M+1.50%
Q3 202524.5K$6M+1.45%
Q2 202523.7K$5M+1.21%
Q1 202524.7K$5M+1.50%
Q4 202425.6K$6M+1.79%
Q3 202426.6K$6M+1.72%
Q2 202428.7K$6M+1.95%
Q1 202428.3K$5M+1.67%
Q4 202328.5K$5M+2.14%
Q3 202328.4K$5M+2.26%
Q2 202328.2K$5M+2.70%
Q1 202328.3K$5M+2.62%
Q4 202228.2K$4M+2.20%
Q3 202232.6K$5M+2.79%
Q2 202232.1K$4M+2.66%
Q1 202232.0K$6M+3.06%
Q4 202127.4K$5M+3.01%
Q3 202118.5K$3M+2.10%
Q2 202118.8K$3M+2.08%
Q4 202020.6K$3M+2.62%

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