SEC 13F Intelligence

Mendel Capital Management LLC / AAPL

Mendel Capital Management LLC’s Apple Inc Position

Does Mendel Capital Management LLC own Apple Inc (AAPL)? Yes — 25.9K shares worth $7M (+3.31% of its 13F portfolio) as of Q1 2026, down from 26.0K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
25.9K
% of Portfolio
+3.31%
Quarters Held
17
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ1 ’24: $4MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $5MQ3 ’25: $7MQ3 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.9K$7M+3.31%
Q3 202526.0K$7M+3.47%
Q2 202525.9K$5M+3.03%
Q1 202526.4K$6M+3.54%
Q4 202425.3K$6M+3.84%
Q3 202425.2K$6M+3.60%
Q2 202425.7K$5M+3.49%
Q1 202425.7K$4M+2.92%
Q4 202326.4K$5M+3.66%
Q3 202326.4K$5M+3.71%
Q2 202326.4K$5M+4.09%
Q1 202326.2K$4M+3.90%
Q4 202224.9K$3M+3.38%
Q3 202223.4K$3M+3.80%
Q2 202222.7K$3M+3.47%
Q1 202223.1K$4M+3.81%
Q4 202123.2K$4M+3.77%

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