SEC 13F Intelligence

Joel Adams & Associates, Inc. / AAPL

Joel Adams & Associates, Inc.’s Apple Inc Position

Does Joel Adams & Associates, Inc. own Apple Inc (AAPL)? Yes — 5.3K shares worth $1M (+1.01% of its 13F portfolio) as of Q1 2026.

Position Value
$1M
Q1 2026
Shares
5.3K
% of Portfolio
+1.01%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.3K$1M+1.01%
Q4 20255.3K$1M+1.09%
Q3 20255.3K$1M+1.10%
Q2 20255.3K$1M+0.97%
Q1 20255.3K$1M+1.07%
Q4 20245.6K$1M+1.27%

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