SEC 13F Intelligence

Spurstone Advisory Services, LLC / AAPL

Spurstone Advisory Services, LLC’s Apple Inc Position

Does Spurstone Advisory Services, LLC own Apple Inc (AAPL)? Yes — 5.0K shares worth $1M (+21.81% of its 13F portfolio) as of Q1 2026.

Position Value
$1M
Q1 2026
Shares
5.0K
% of Portfolio
+21.81%
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 20265.0K$1M+21.81%
Q4 20255.0K$1M+21.47%
Q3 20255.2K$1M+19.10%
Q2 20255.6K$1M+17.26%
Q1 20255.2K$1M+22.41%
Q4 20245.1K$1M+24.20%

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