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Livermore
Livermore
ZHEN

Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

AAPL holding history

Apple Inc. in every 13F filed by Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
405,885
Value
$117.4M
% of portfolio
8.4%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026405,885$117.4M8.4%−22,573−5.3%ReducedHolders
Q1 2026428,458$108.7M8.4%−8,009−1.8%ReducedHolders
Q4 2025436,467$118.7M8.4%−29,678−6.4%ReducedHolders
Q3 2025466,145$118.7M8.5%−10,376−2.2%ReducedHolders
Q2 2025476,521$97.8M7.6%−21,582−4.3%ReducedHolders
Q1 2025498,103$110.6M9.2%−27,232−5.2%ReducedHolders
Q4 2024525,335$131.6M10.1%−3,213−0.6%ReducedHolders
Q3 2024528,548$123.2M9.8%−71,554−11.9%ReducedHolders
Q2 2024600,102$126.4M9.5%−29,589−4.7%ReducedHolders
Q1 2024629,691$108.0M8.6%−36,444−5.5%ReducedHolders
Q4 2023666,135$128.3M10.8%−7,214−1.1%ReducedHolders
Q3 2023673,349$115.3M11.0%−5,966−0.9%ReducedHolders
Q2 2023679,315$131.8M12.1%−2,252−0.3%ReducedHolders
Q1 2023681,567$112.4M11.2%+5,308+0.8%AddedHolders
Q4 2022676,259$87.9M10.1%+19,699+3.0%AddedHolders
Q3 2022656,560$90.7M11.6%−3,994−0.6%ReducedHolders
Q2 2022660,554$90.3M10.5%−14,295−2.1%ReducedHolders
Q1 2022674,849$117.8M10.6%−3,275−0.5%ReducedHolders
Q4 2021678,124$120.4M10.2%−14,328−2.1%ReducedHolders
Q3 2021692,452$98.0M9.1%−3,673−0.5%ReducedHolders
Q2 2021696,125$95.3M8.8%+15,202+2.2%AddedHolders
Q1 2021680,923$83.2M8.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.