SEC 13F Intelligence

Baron Wealth Management LLC / AAPL

Baron Wealth Management LLC’s Apple Inc Position

Does Baron Wealth Management LLC own Apple Inc (AAPL)? Yes55.1K shares worth $16M (+4.14% of its 13F portfolio) as of Q2 2026, down from 56.9K shares the prior filed quarter.

Position Value
$16M
Q2 2026
Shares
55.1K
% of Portfolio
+4.14%
Quarters Held
14
currently held

Position History AAPL

Reported value by quarter
Q1 ’23: $5,697Q1 ’23Q2 ’23: $7MQ3 ’23: $5MQ3 ’23Q4 ’23: $6MQ1 ’24: $5MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ3 ’24Q4 ’24: $8MQ1 ’25: $7MQ1 ’25Q2 ’25: $6MQ3 ’25: $9MQ3 ’25Q4 ’25: $10MQ1 ’26: $14MQ1 ’26Q2 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202655.1K$16M+4.14%
Q1 202656.9K$14M+4.31%
Q4 202536.7K$10M+3.07%
Q3 202535.8K$9M+3.01%
Q2 202531.2K$6M+2.27%
Q1 202532.1K$7M+3.13%
Q4 202430.9K$8M+3.64%
Q3 202430.6K$7M+3.43%
Q2 202432.1K$7M+3.50%
Q1 202431.2K$5M+2.84%
Q4 202332.5K$6M+3.43%
Q3 202330.0K$5M+3.28%
Q2 202334.1K$7M+4.19%
Q1 202334.5K$5,697+4.03%

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