Position in AAPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$424,648,242
+$102,909,270 QoQ
Shares Held
1,467,543
+15.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
5.58%
of 13F equity value
Holder Rank
#356
of 6,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Derivatives in AAPL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,443,384
PutShares
11,900
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 Jun 30, 2026Waverly Advisors, LLC holds $432,678,840 across 3 Consumer Electronics names. AAPL ranks #1 (98.1% of the industry book) .
All Filings in AAPL
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,648,242 | 1,467,543 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $3,443,384 | 11,900 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $321,738,972 | 1,267,737 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $3,045,480 | 12,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $3,398,250 | 12,500 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $323,107,240 | 1,188,506 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $247,236,053 | 970,962 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $2,546,300 | 10,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $184,758,251 | 900,513 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $198,775,695 | 894,862 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $170,230,006 | 679,778 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $2,729,578 | 10,900 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $129,192,442 | 554,474 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $110,084,543 | 522,669 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $2,127,262 | 10,100 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $69,962,638 | 407,993 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $47,357,951 | 245,977 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $41,180,284 | 240,525 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $41,150,346 | 212,148 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $29,127,605 | 176,638 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $18,833,872 | 144,954 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $18,804,321 | 136,066 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $15,306,350 | 111,954 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $16,009,117 | 91,685 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $16,253,336 | 91,532 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $13,078,562 | 92,428 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $12,222,584 | 89,242 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $10,396,675 | 85,114 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $10,872,485 | 81,939 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,468,046 | 81,755 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $7,169,414 | 19,653 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $5,523,941 | 21,723 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||