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Livermore
Livermore
ZHEN

Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

AAPL holding history

Apple Inc. in every 13F filed by Smith, Salley & Associates, 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)
412,027
Value
$119.2M
% of portfolio
5.2%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026412,027$119.2M5.2%−4,424−1.1%ReducedHolders
Q1 2026416,451$105.7M5.3%+2,469+0.6%AddedHolders
Q4 2025413,982$112.5M5.6%+3,771+0.9%AddedHolders
Q3 2025410,211$104.5M5.4%+3,395+0.8%AddedHolders
Q2 2025406,816$83.5M4.8%+8,355+2.1%AddedHolders
Q1 2025398,461$88.5M5.8%+4,509+1.1%AddedHolders
Q4 2024393,952$98.7M6.3%+3,156+0.8%AddedHolders
Q3 2024390,796$91.1M6.0%+32,810+9.2%AddedHolders
Q2 2024357,986$75.4M5.4%+20,710+6.1%AddedHolders
Q1 2024337,276$57.8M4.5%−135,171−28.6%ReducedHolders
Q4 2023472,447$91.0M5.9%+13,039+2.8%AddedHolders
Q3 2023459,408$78.7M5.8%+24,620+5.7%AddedHolders
Q2 2023434,788$84.3M6.2%+7,135+1.7%AddedHolders
Q1 2023427,653$70.5M5.6%+7,079+1.7%AddedHolders
Q4 2022420,574$54.6M4.7%+624+0.1%AddedHolders
Q3 2022419,950$58.0M5.4%+3,202+0.8%AddedHolders
Q2 2022416,748$57.0M4.9%+20,508+5.2%AddedHolders
Q1 2022396,240$69.2M5.2%+3,215+0.8%AddedHolders
Q4 2021393,025$69.8M4.9%+12,669+3.3%AddedHolders
Q3 2021380,356$53.8M4.2%+5,819+1.6%AddedHolders
Q2 2021374,537$51.3M4.2%+10,952+3.0%AddedHolders
Q1 2021363,585$44.4M4.0%––Holders

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