SEC 13F Intelligence

Coastwise Capital Group, LLC / AAPL

Coastwise Capital Group, LLC’s Apple Inc Position

Does Coastwise Capital Group, LLC own Apple Inc (AAPL)? Yes31.2K shares worth $8M (+4.40% of its 13F portfolio) as of Q1 2026, down from 32.2K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
31.2K
% of Portfolio
+4.40%
Quarters Held
16
currently held

Position History AAPL

Reported value by quarter
Q2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $7MQ2 ’25: $7MQ2 ’25Q3 ’25: $8MQ4 ’25: $9MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.2K$8M+4.40%
Q4 202532.2K$9M+4.37%
Q3 202532.8K$8M+5.88%
Q2 202532.4K$7M+5.29%
Q1 202532.3K$7M+6.04%
Q4 202433.6K$8M+6.73%
Q3 202434.1K$8M+6.53%
Q2 202432.0K$7M+6.43%
Q1 202432.3K$6M+5.13%
Q4 202325.6K$5M+5.03%
Q3 202325.9K$4M+5.08%
Q2 202329.7K$6M+6.53%
Q1 202335.5K$6M+6.69%
Q4 202234.9K$5M+5.38%
Q3 202233.1K$5M+7.22%
Q2 202233.5K$5M+5.57%

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