SEC 13F Intelligence

Montchanin Asset Management, LLC / AAPL

Montchanin Asset Management, LLC’s Apple Inc Position

Does Montchanin Asset Management, LLC own Apple Inc (AAPL)? Yes — 60.3K shares worth $15M (+16.26% of its 13F portfolio) as of Q1 2026, down from 78.6K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
60.3K
% of Portfolio
+16.26%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q2 ’22: $14MQ2 ’22Q3 ’22: $13MQ4 ’22: $12MQ4 ’22Q1 ’23: $15MQ2 ’23: $18MQ2 ’23Q1 ’24: $15MQ2 ’24: $18MQ2 ’24Q3 ’24: $20MQ4 ’24: $20MQ4 ’24Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.3K$15M+16.26%
Q4 202478.6K$20M+19.11%
Q3 202484.4K$20M+18.12%
Q2 202484.0K$18M+16.73%
Q1 202486.8K$15M+14.58%
Q2 202390.7K$18M+20.05%
Q1 202391.3K$15M+19.08%
Q4 202294.0K$12M+16.70%
Q3 202296.2K$13M+18.83%
Q2 202299.2K$14M+18.77%

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