SEC 13F Intelligence

Kowal Investment Group, LLC / AAPL

Kowal Investment Group, LLC’s Apple Inc Position

Does Kowal Investment Group, LLC own Apple Inc (AAPL)? Yes49.3K shares worth $11M (+2.11% of its 13F portfolio) as of Q3 2024, up from 47.5K shares the prior filed quarter.

Position Value
$11M
Q3 2024
Shares
49.3K
% of Portfolio
+2.11%
Quarters Held
16
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ2 ’22Q3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ2 ’23Q3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $8MQ2 ’24: $10MQ2 ’24Q3 ’24: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202449.3K$11M+2.11%
Q2 202447.5K$10M+1.99%
Q1 202446.8K$8M+1.73%
Q4 202346.2K$9M+2.08%
Q3 202344.6K$8M+2.06%
Q2 202344.8K$9M+2.32%
Q1 202346.1K$8M+2.15%
Q4 202243.7K$6M+1.69%
Q3 202245.9K$6M+2.15%
Q2 202245.1K$6M+2.02%
Q1 202245.3K$8M+2.41%
Q4 202144.8K$8M+2.36%
Q3 202143.1K$6M+1.93%
Q2 202142.6K$6M+2.10%
Q1 202138.9K$5M+1.92%
Q4 202035.4K$5M+2.12%

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