Position in AAPL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$693,061,660
-$43,739,836 QoQ
Shares Held
2,730,847
+0.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
5.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.8916475364602996.ToString("F0")%
Shared 0.ToString("F0")%
None 98.1083524635397.ToString("F0")%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Derivatives in AAPL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,461,763
PutShares
9,700
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, 2026CWM, LLC holds $700,081,823 across 8 Consumer Electronics names. AAPL ranks #1 (99.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
2,730,847 | $693,061,660 | |
| 2 | SONY |
Sony Group Corp
|
275,053 | $5,693,597 | |
| 3 | SONO |
Sonos Inc
|
81,359 | $1,090,210 | |
| 4 | LPL |
LG Display Co., Ltd.
|
38,189 | $148,173 | |
| 5 | VUZI |
Vuzix Corp
|
20,435 | $47,204 | |
| 6 | TBCH |
Turtle Beach Corp
|
3,960 | $40,154 | |
| 7 | GPRO |
GoPro, Inc.
|
1,032 | $794 | |
| 8 | RIME |
Algorhythm Holdings, Inc.
|
29 | $31 |
All Filings in AAPL
Export CSV
46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,461,763 | 9,700 | Put | Sole | 2026-05-14 | |
| 2026-03-31 | $693,061,660 | 2,730,847 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $736,801,496 | 2,710,224 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $1,277,742 | 4,700 | Put | Sole | 2026-01-26 | |
| 2025-09-30 | $638,219,400 | 2,506,458 | Shares | Sole | 2025-10-15 | |
| 2025-09-30 | $1,196,761 | 4,700 | Put | Sole | 2025-10-15 | |
| 2025-06-30 | $474,017,792 | 2,310,366 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $964,299 | 4,700 | Put | Sole | 2025-07-25 | |
| 2025-03-31 | $509,619,531 | 2,294,240 | Shares | Sole | 2025-05-01 | |
| 2025-03-31 | $1,044,011 | 4,700 | Put | Sole | 2025-05-01 | |
| 2024-12-31 | $546,961,353 | 2,184,176 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $482,712,391 | 2,071,727 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $421,295,603 | 2,000,264 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $335,122,678 | 1,954,296 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $364,252,705 | 1,891,927 | Shares | Sole | 2024-02-01 | |
| 2023-12-31 | $1,386,216 | 7,200 | Put | Sole | 2024-02-01 | |
| 2023-09-30 | $295,822,287 | 1,727,833 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $303,993,469 | 1,567,219 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $230,374,699 | 1,397,057 | Shares | Sole | 2023-05-01 | |
| 2023-03-31 | $32,980 | 200 | Call | Sole | 2023-05-01 | |
| 2022-12-31 | $163,897,080 | 1,261,426 | Shares | Sole | 2023-02-01 | |
| 2022-12-31 | $25,986 | 200 | Call | Sole | 2023-02-01 | |
| 2022-12-31 | $38,979 | 300 | Put | Sole | 2023-02-01 | |
| 2022-09-30 | $170,306,624 | 1,232,320 | Shares | Sole | 2022-10-27 | |
| 2022-09-30 | $27,640 | 200 | Call | Sole | 2022-10-27 | |
| 2022-06-30 | $41,016 | 300 | Put | Sole | 2022-07-28 | |
| 2022-06-30 | $147,498,047 | 1,078,833 | Shares | Sole | 2022-07-28 | |
| 2022-06-30 | $27,344 | 200 | Call | Sole | 2022-07-28 | |
| 2022-03-31 | $34,922 | 200 | Call | Sole | 2022-04-21 | |
| 2022-03-31 | $52,383 | 300 | Put | Sole | 2022-04-21 | |
| 2022-03-31 | $155,655,560 | 891,447 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $140,331,262 | 790,287 | Shares | Sole | 2022-01-31 | |
| 2021-12-31 | $35,514 | 200 | Call | Sole | 2022-01-31 | |
| 2021-12-31 | $53,271 | 300 | Put | Sole | 2022-01-31 | |
| 2021-06-30 | $89,779,197 | 655,514 | Shares | Sole | 2021-09-15 | |
| 2021-06-30 | $27,392 | 200 | Call | Sole | 2021-09-15 | |
| 2021-03-31 | $24,430 | 200 | Call | Sole | 2021-09-15 | |
| 2021-03-31 | $80,071,035 | 655,514 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $86,980,152 | 655,514 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $26,538 | 200 | Call | Sole | 2021-09-15 | |
| 2020-09-30 | $23,162 | 200 | Call | Sole | 2021-09-15 | |
| 2020-09-30 | $75,915,076 | 655,514 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $59,782,876 | 655,514 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $18,240 | 200 | Call | Sole | 2021-09-15 | |
| 2020-03-31 | $12,714 | 200 | Call | Sole | 2021-09-15 | |
| 2020-03-31 | $41,672,663 | 655,514 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||