SEC 13F Intelligence

Mcbroom & Associates, LLC / AAPL

Mcbroom & Associates, LLC’s Apple Inc Position

Does Mcbroom & Associates, LLC own Apple Inc (AAPL)? Yes35.9K shares worth $9M (+5.08% of its 13F portfolio) as of Q1 2026, down from 38.6K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
35.9K
% of Portfolio
+5.08%
Quarters Held
18
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $4MQ1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ1 ’24: $6MQ1 ’24Q2 ’24: $8MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $9MQ3 ’25: $10MQ3 ’25Q4 ’25: $10MQ1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.9K$9M+5.08%
Q4 202538.6K$10M+5.10%
Q3 202538.6K$10M+4.67%
Q2 202538.4K$9M+4.88%
Q1 202538.4K$9M+4.88%
Q4 202437.7K$9M+5.34%
Q3 202436.6K$9M+5.22%
Q2 202436.2K$8M+4.78%
Q1 202435.7K$6M+4.03%
Q4 202336.0K$7M+5.05%
Q3 202336.4K$6M+4.96%
Q2 202336.2K$7M+5.53%
Q1 202334.8K$6M+5.14%
Q4 202233.7K$4M+4.75%
Q3 202234.7K$5M+5.41%
Q2 202236.7K$5M+5.47%
Q1 202237.3K$7M+5.77%
Q4 202138.8K$7M+5.18%

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