Position in AAPL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$37,451,028
-$3,090,094 QoQ
Shares Held
147,567
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026CABOT WEALTH MANAGEMENT INC holds $54,650,844 across 2 Consumer Electronics names. AAPL ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
147,567 | $37,451,028 | |
| 2 | SONY |
Sony Group Corp
|
830,909 | $17,199,816 |
All Filings in AAPL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,451,028 | 147,567 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $40,541,122 | 149,125 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $38,494,454 | 151,178 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $31,133,111 | 151,743 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $34,337,521 | 154,583 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $38,839,891 | 155,099 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $37,129,016 | 159,352 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $34,060,413 | 161,715 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $27,919,173 | 162,813 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $31,306,340 | 162,605 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $28,186,987 | 164,634 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $31,967,807 | 164,808 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $27,337,122 | 165,780 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $21,813,298 | 167,885 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $25,458,098 | 184,212 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $25,328,883 | 185,261 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $32,372,519 | 185,399 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $32,897,506 | 185,265 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $26,280,936 | 185,731 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $25,123,668 | 183,438 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $22,377,391 | 183,196 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $22,918,216 | 172,720 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $20,138,432 | 173,892 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,426,673 | 59,503 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,891,717 | 61,217 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||