SEC 13F Intelligence

Annis Gardner Whiting Capital Advisors, LLC / AAPL

Annis Gardner Whiting Capital Advisors, LLC’s Apple Inc Position

Does Annis Gardner Whiting Capital Advisors, LLC own Apple Inc (AAPL)? Yes — 49.2K shares worth $12M (+2.00% of its 13F portfolio) as of Q1 2026, up from 45.8K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
49.2K
% of Portfolio
+2.00%
Quarters Held
11
currently held

Position History AAPL

Reported value by quarter
Q3 ’23: $4MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $8MQ3 ’24: $9MQ3 ’24Q4 ’24: $9MQ1 ’25: $7MQ1 ’25Q2 ’25: $7MQ3 ’25: $10MQ3 ’25Q4 ’25: $12MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.2K$12M+2.00%
Q4 202545.8K$12M+2.36%
Q3 202541.0K$10M+2.15%
Q2 202533.8K$7M+2.40%
Q1 202533.6K$7M+3.16%
Q4 202435.0K$9M+2.46%
Q3 202436.7K$9M+2.41%
Q2 202439.1K$8M+2.34%
Q1 202430.8K$5M+1.89%
Q4 202325.9K$5M+2.20%
Q3 202326.1K$4M+2.39%

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