Position in AAPL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$403,397,065
+$58,287,840 QoQ
Shares Held
1,394,101
+2.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
5.49%
of 13F equity value
Holder Rank
#365
of 6,124 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
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
$634,475
PutShares
2,500
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, 2026NewEdge Wealth, LLC holds $410,645,840 across 3 Consumer Electronics names. AAPL ranks #1 (98.2% of the industry book) .
All Filings in AAPL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,397,065 | 1,394,101 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $345,109,225 | 1,359,822 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $634,475 | 2,500 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $365,374,130 | 1,343,979 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $297,191,913 | 1,167,152 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $227,429,098 | 1,108,491 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $238,891,707 | 1,075,459 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $284,233,962 | 1,135,029 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $249,814,445 | 1,072,165 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $190,349,931 | 903,760 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $164,797,938 | 961,033 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $61,120 | 19,100 | Put | Sole | 2024-05-06 | |
| 2023-12-31 | $155,700,743 | 808,709 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $119,115,762 | 695,729 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $119,375,151 | 615,431 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $92,384,730 | 560,247 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $68,460,376 | 526,902 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $70,443,165 | 509,719 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,448,650 | 420,192 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $64,814,708 | 371,197 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $59,732,417 | 336,388 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $37,558,628 | 265,432 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,524,413 | 186,364 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $19,935,735 | 163,207 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,594,029 | 49,695 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||