Waverly Advisors, LLC

Position in AAPL — Apple Inc.

CIK 1568787 BIRMINGHAM, AL

Back to AAPL Full portfolio

Position in AAPL

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

Position Value

$321,738,972

-$1,368,268 QoQ

Shares Held

1,267,737

+6.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

6.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 8% Shared 0% None 92%

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

$3,045,480

PutShares

12,000

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

Waverly Advisors, LLC holds $329,881,535 across 3 Consumer Electronics names. AAPL ranks #1 (97.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	1,267,737	$321,738,972
2	SONY	Sony Group Corp	232,222	$4,806,995
3	SONO	Sonos Inc	248,923	$3,335,568

All Filings in AAPL

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$321,738,972	1,267,737	+10464.5%	Shares	Other	2026-05-15
2026-03-31	$3,045,480	12,000	-4.0%	Put	Sole	2026-05-15
2025-12-31	$3,398,250	12,500	-98.9%	Put	Sole	2026-02-17
2025-12-31	$323,107,240	1,188,506	+22.4%	Shares	Sole	2026-02-17
2025-09-30	$247,236,053	970,962	+9609.6%	Shares	Sole	2025-11-14
2025-09-30	$2,546,300	10,000	-98.9%	Put	Sole	2025-11-14
2025-06-30	$184,758,251	900,513	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$198,775,695	894,862	+31.6%	Shares	Sole	2025-05-15
2024-12-31	$170,230,006	679,778	+6136.5%	Shares	Sole	2025-02-14
2024-12-31	$2,729,578	10,900	-98.0%	Put	Sole	2025-02-14
2024-09-30	$129,192,442	554,474	+6.1%	Shares	Sole	2024-11-14
2024-06-30	$110,084,543	522,669	+5074.9%	Shares	Sole	2024-08-14
2024-06-30	$2,127,262	10,100	-97.5%	Put	Sole	2024-08-14
2024-03-31	$69,962,638	407,993	+65.9%	Shares	Sole	2024-05-15
2023-12-31	$47,357,951	245,977	+2.3%	Shares	Other	2024-02-14
2023-09-30	$41,180,284	240,525	+13.4%	Shares	Other	2023-11-14
2023-06-30	$41,150,346	212,148	+20.1%	Shares	Other	2023-08-15
2023-03-31	$29,127,605	176,638	+21.9%	Shares	Other	2023-05-16
2022-12-31	$18,833,872	144,954	+6.5%	Shares	Other	2023-02-15
2022-09-30	$18,804,321	136,066	+21.5%	Shares	Sole	2022-11-15
2022-06-30	$15,306,350	111,954	+22.1%	Shares	Other	2022-08-15
2022-03-31	$16,009,117	91,685	+0.2%	Shares	Other	2022-05-17
2021-12-31	$16,253,336	91,532	-1.0%	Shares	Other	2022-02-15
2021-09-30	$13,078,562	92,428	+3.6%	Shares	Other	2021-11-15
2021-06-30	$12,222,584	89,242	+4.8%	Shares	Other	2021-08-17
2021-03-31	$10,396,675	85,114	+3.9%	Shares	Sole	2021-05-24
2020-12-31	$10,872,485	81,939	+0.2%	Shares	Sole	2021-02-16
2020-09-30	$9,468,046	81,755	+316.0%	Shares	Sole	2020-11-02
2020-06-30	$1,792,353	19,653	-9.5%	Shares	Sole	2020-08-17
2020-03-31	$1,380,985	21,723	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.