SEC 13F Intelligence

Zega Investments, LLC / AAPL

Zega Investments, LLC’s Apple Inc Position

Does Zega Investments, LLC own Apple Inc (AAPL)? Yes — 348.8K shares worth $89M (+9.95% of its 13F portfolio) as of Q1 2026, up from 347.1K shares the prior filed quarter.

Position Value
$89M
Q1 2026
Shares
348.8K
% of Portfolio
+9.95%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $51MQ4 ’24Q1 ’25: $56MQ1 ’25Q2 ’25: $54MQ2 ’25Q3 ’25: $68MQ3 ’25Q4 ’25: $94MQ4 ’25Q1 ’26: $89MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026348.8K$89M+9.95%
Q4 2025347.1K$94M+11.12%
Q3 2025268.6K$68M+9.15%
Q2 2025264.3K$54M+7.40%
Q1 2025253.6K$56M+8.59%
Q4 2024229.0K$51M+12.81%

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