ASSETMARK, INC

Position in AAPL — Apple Inc.

CIK 1344551 CONCORD, CA

Back to AAPL Full portfolio

Position in AAPL

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$893,635,985

+$136,449,460 QoQ

Shares Held

3,088,319

+3.5% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

4.33%

of 13F equity value

Holder Rank

#240

of 6,115 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Position in Consumer Electronics

Technology · as of Jun 30, 2026

ASSETMARK, INC holds $928,515,637 across 3 Consumer Electronics names. AAPL ranks #1 (96.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	3,088,319	$893,635,985
2	SONY	Sony Group Corp	1,738,714	$34,878,602
3	LPL	LG Display Co., Ltd.	270	$1,050

All Filings in AAPL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$893,635,985	3,088,319	+3.5%	Shares	Sole	2026-07-30
2026-03-31	$757,186,525	2,983,516	+2.6%	Shares	Sole	2026-05-06
2025-12-31	$790,836,662	2,908,985	+5.2%	Shares	Sole	2026-01-23
2025-09-30	$704,402,575	2,766,377	-2.2%	Shares	Sole	2025-11-06
2025-06-30	$580,631,510	2,830,002	+7.5%	Shares	Sole	2025-08-04
2025-03-31	$584,641,717	2,631,980	+1.8%	Shares	Sole	2025-05-06
2024-12-31	$647,160,656	2,584,301	+0.9%	Shares	Sole	2025-02-06
2024-09-30	$596,827,869	2,561,493	+12.9%	Shares	Sole	2024-11-01
2024-06-30	$477,863,502	2,268,842	+9.8%	Shares	Sole	2024-08-13
2024-03-31	$354,248,528	2,065,830	+13.1%	Shares	Sole	2024-05-07
2023-12-31	$351,621,004	1,826,318	+0.9%	Shares	Sole	2024-02-09
2023-09-30	$309,964,062	1,810,432	-0.3%	Shares	Sole	2023-10-27
2023-06-30	$352,188,807	1,815,687	+19.5%	Shares	Defined	2023-08-11
2023-03-31	$250,564,065	1,519,491	+4.7%	Shares	Defined	2023-05-05
2022-12-31	$188,585,729	1,451,441	+5.1%	Shares	Defined	2023-02-10
2022-09-30	$190,788,140	1,380,522	-4.5%	Shares	Sole	2022-11-01
2022-06-30	$197,692,608	1,445,967	+3.6%	Shares	Sole	2022-08-03
2022-03-31	$243,662,667	1,395,468	+6.1%	Shares	Sole	2022-05-13
2021-12-31	$233,638,615	1,315,755	-19.1%	Shares	Sole	2022-02-14
2021-09-30	$230,271,723	1,627,362	+4.3%	Shares	Sole	2021-11-12
2021-06-30	$213,752,513	1,560,693	+1.4%	Shares	Sole	2021-08-16
2021-03-31	$188,098,296	1,539,896	+2.3%	Shares	Sole	2021-05-14
2020-12-31	$199,690,753	1,504,942	+1.2%	Shares	Sole	2021-02-10
2020-09-30	$172,304,781	1,487,823	+344.9%	Shares	Sole	2020-11-13
2020-06-30	$122,006,630	334,448	+2.2%	Shares	Sole	2020-08-11
2020-03-31	$83,225,556	327,286	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.