Ballentine Partners, LLC

Position in AAPL — Apple Inc.

CIK 1374889 Waltham, MA

Position in AAPL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$99,278,077

-$3,361,303 QoQ

Shares Held

391,182

+3.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

5.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Ballentine Partners, LLC holds $101,060,230 across 3 Consumer Electronics names. AAPL ranks #1 (98.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	391,182	$99,278,077
2	SONY	Sony Group Corp	75,327	$1,559,267
3	LPL	LG Display Co., Ltd.	57,445	$222,886

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$99,278,077	391,182	+3.6%	Shares	Other	2026-05-14
2025-12-31	$102,639,380	377,545	+1.4%	Shares	Sole	2026-02-03
2025-09-30	$94,815,806	372,367	+1.2%	Shares	Other	2025-11-03
2025-06-30	$75,462,959	367,807	-0.4%	Shares	Other	2025-07-15
2025-03-31	$82,025,053	369,266	+4.6%	Shares	Other	2025-05-01
2024-12-31	$88,407,774	353,038	+2.1%	Shares	Other	2025-01-16
2024-09-30	$80,587,477	345,869	+3.5%	Shares	Other	2024-10-23
2024-06-30	$70,381,199	334,162	+3.2%	Shares	Sole	2024-08-06
2024-03-31	$55,519,563	323,767	+4.1%	Shares	Other	2024-04-11
2023-12-31	$59,904,552	311,144	+2.4%	Shares	Other	2024-01-23
2023-09-30	$52,025,410	303,869	+7.6%	Shares	Other	2023-10-19
2023-06-30	$54,762,577	282,325	-2.4%	Shares	Other	2023-07-26
2023-03-31	$47,679,019	289,139	+9.2%	Shares	Other	2023-04-27
2022-12-31	$34,399,875	264,757	+3.9%	Shares	Other	2023-01-27
2022-09-30	$35,215,984	254,819	+11.7%	Shares	Other	2022-10-26
2022-06-30	$31,176,396	228,031	+0.2%	Shares	Sole	2022-08-09
2022-03-31	$39,751,710	227,660	+3.8%	Shares	Other	2022-05-05
2021-12-31	$38,962,763	219,422	+3.5%	Shares	Other	2022-02-14
2021-09-30	$29,996,868	211,992	+0.5%	Shares	Other	2021-10-27
2021-06-30	$28,897,873	210,995	+0.6%	Shares	Other	2021-08-12
2021-03-31	$25,623,281	209,769	-0.3%	Shares	Other	2021-05-11
2020-12-31	$27,908,156	210,326	-12.0%	Shares	Sole	2021-01-25
2020-09-30	$27,693,527	239,129	+291.6%	Shares	Other	2020-10-22
2020-06-30	$5,569,125	61,065	-4.2%	Shares	Other	2020-07-31
2020-03-31	$4,050,519	63,715	—	Shares	Other	2020-04-23
No filing history on record for this holder in this stock.