SEC 13F Intelligence

Elm3 Financial Group, LLC / AAPL

Elm3 Financial Group, LLC’s Apple Inc Position

Does Elm3 Financial Group, LLC own Apple Inc (AAPL)? Yes — 13.2K shares worth $3M (+2.84% of its 13F portfolio) as of Q1 2026, down from 13.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
13.2K
% of Portfolio
+2.84%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.2K$3M+2.84%
Q4 202513.4K$4M+3.02%
Q3 202514.0K$4M+2.93%
Q2 202515.0K$3M+2.56%
Q1 202517.5K$4M+3.43%
Q4 202417.6K$4M+3.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elm3 Financial Group, LLC’s full portfolio or all institutional holders of AAPL.