SEC 13F Intelligence

Warburton Capital Management, LLC / AAPL

Warburton Capital Management, LLC’s Apple Inc Position

Does Warburton Capital Management, LLC own Apple Inc (AAPL)? Yes — 9.4K shares worth $2M (+1.19% of its 13F portfolio) as of Q1 2026, up from 8.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
9.4K
% of Portfolio
+1.19%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.4K$2M+1.19%
Q4 20258.6K$2M+1.31%
Q3 20257.9K$2M+1.21%
Q2 20257.5K$2M+0.94%
Q1 20256.5K$1M+1.05%
Q4 20245.2K$1M+0.97%

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