SEC 13F Intelligence

Financial Perspectives, Inc / AAPL

Financial Perspectives, Inc’s Apple Inc Position

Does Financial Perspectives, Inc own Apple Inc (AAPL)? Yes — 65.5K shares worth $17M (+4.64% of its 13F portfolio) as of Q1 2026, up from 63.9K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
65.5K
% of Portfolio
+4.64%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’23: $13MQ4 ’23Q1 ’24: $11MQ2 ’24: $13MQ2 ’24Q3 ’24: $15MQ4 ’24: $16MQ4 ’24Q1 ’25: $14MQ2 ’25: $13MQ2 ’25Q3 ’25: $16MQ4 ’25: $17MQ4 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202665.5K$17M+4.64%
Q4 202563.9K$17M+4.68%
Q3 202564.0K$16M+4.52%
Q2 202565.0K$13M+4.03%
Q1 202563.7K$14M+4.85%
Q4 202464.6K$16M+5.44%
Q3 202464.1K$15M+5.18%
Q2 202463.8K$13M+4.96%
Q1 202464.2K$11M+4.17%
Q4 202365.4K$13M+5.11%

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