CAPTRUST FINANCIAL ADVISORS

Position in AAPL — Apple Inc.

CIK 1512024 RALEIGH, NC

Back to AAPL Full portfolio

Position in AAPL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,976,572,861

+$194,773,332 QoQ

Shares Held

7,788,222

+18.8% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

6.92%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 74.803796656515.ToString("F0")% Shared 0.ToString("F0")% None 25.196203343484992.ToString("F0")%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Derivatives in AAPL

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$6,801,572

PutShares

26,800

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Consumer Electronics

Technology · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $1,986,427,417 across 3 Consumer Electronics names. AAPL ranks #1 (99.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	7,788,222	$1,976,572,861
2	SONY	Sony Group Corp	461,589	$9,554,892
3	SONO	Sonos Inc	22,363	$299,664

All Filings in AAPL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,976,572,861	7,788,222	+28960.5%	Shares	Sole	2026-05-15
2026-03-31	$6,801,572	26,800	-99.6%	Put	Sole	2026-05-15
2025-12-31	$1,781,799,529	6,554,107	+6.4%	Shares	Sole	2026-02-17
2025-09-30	$1,567,938,715	6,157,714	+0.5%	Shares	Sole	2025-11-19
2025-06-30	$1,256,930,714	6,126,289	+0.1%	Shares	Sole	2025-08-15
2025-03-31	$1,358,956,243	6,117,842	+18.3%	Shares	Sole	2025-05-15
2024-12-31	$1,294,590,013	5,169,675	+4.8%	Shares	Sole	2025-02-14
2024-09-30	$1,149,623,165	4,934,005	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$1,021,153,158	4,848,320	-5.2%	Shares	Sole	2024-08-15
2024-03-31	$877,112,826	5,114,957	-9.1%	Shares	Sole	2024-05-15
2023-12-31	$1,083,439,471	5,627,380	+2.3%	Shares	Sole	2024-02-14
2023-09-30	$941,866,615	5,501,236	+3.9%	Shares	Sole	2023-11-15
2023-06-30	$1,027,102,767	5,295,163	+3.8%	Shares	Sole	2023-08-15
2023-03-31	$840,971,366	5,099,887	+5.3%	Shares	Sole	2023-05-15
2022-12-31	$629,274,767	4,843,183	+1.7%	Shares	Sole	2023-02-15
2022-09-30	$658,087,255	4,761,847	+11.7%	Shares	Sole	2022-11-16
2022-06-30	$582,753,277	4,262,385	+10.2%	Shares	Sole	2022-08-23
2022-03-31	$675,130,438	3,866,505	+5.8%	Shares	Sole	2022-05-16
2021-12-31	$648,972,536	3,654,742	+13.0%	Shares	Sole	2022-02-14
2021-09-30	$457,796,365	3,235,310	+15.3%	Shares	Sole	2021-11-16
2021-06-30	$384,249,771	2,805,562	+2.9%	Shares	Sole	2021-08-16
2021-03-31	$332,964,654	2,725,867	+18.4%	Shares	Sole	2021-05-17
2020-12-31	$305,396,782	2,301,581	+6.7%	Shares	Sole	2021-02-16
2020-09-30	$249,902,461	2,157,866	+269.9%	Shares	Sole	2020-11-17
2020-06-30	$53,200,243	583,336	+15.2%	Shares	Sole	2020-08-14
2020-03-31	$32,185,231	506,276	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.