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Livermore
Livermore
ZHEN

Edge Wealth Management LLC

SEC CIK
0001567163
Latest filing
Jul 9, 2026

AAPL holding history

Apple Inc. in every 13F filed by Edge Wealth Management 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)
165,348
Value
$47.8M
% of portfolio
8.1%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Edge Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026165,348$47.8M8.1%−367−0.2%ReducedHolders
Q1 2026165,715$42.1M7.2%−16,058−8.8%ReducedHolders
Q4 2025181,773$49.4M8.7%−2,444−1.3%ReducedHolders
Q3 2025184,217$46.9M8.3%+305+0.2%AddedHolders
Q2 2025183,912$37.8M7.3%−2,065−1.1%ReducedHolders
Q1 2025185,977$41.3M8.4%+800.0%AddedHolders
Q4 2024185,897$46.6M9.4%−5,423−2.8%ReducedHolders
Q3 2024191,320$44.6M8.9%−1,372−0.7%ReducedHolders
Q2 2024192,692$40.6M8.5%−3,191−1.6%ReducedHolders
Q1 2024195,883$33.6M7.1%−567−0.3%ReducedHolders
Q4 2023196,450$37.8M8.3%−3,368−1.7%ReducedHolders
Q3 2023199,818$34.2M8.0%−1,866−0.9%ReducedHolders
Q2 2023201,684$39.1M8.5%+2,466+1.2%AddedHolders
Q1 2023199,218$32.9M7.5%−5,434−2.7%ReducedHolders
Q4 2022204,652$26.3M6.1%−23,211−10.2%ReducedHolders
Q3 2022227,863$32.0M7.1%+2,799+1.2%AddedHolders
Q2 2022225,064$30.8M6.7%−1,653−0.7%ReducedHolders
Q1 2022226,717$39.6M7.8%+128+0.1%AddedHolders
Q4 2021226,589$40.2M7.4%+4,924+2.2%AddedHolders
Q3 2021221,665$31.4M6.1%+10,928+5.2%AddedHolders
Q2 2021210,737$28.9M5.9%−832−0.4%ReducedHolders
Q1 2021211,569$25.8M5.5%––Holders

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