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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

AAPL holding history

Apple Inc. in every 13F filed by JFS Wealth Advisors, 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)
97,671
Value
$28.3M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of AAPL by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202697,671$28.3M1.4%−1,554−1.6%ReducedHolders
Q1 202699,225$25.2M1.4%−781−0.8%ReducedHolders
Q4 2025100,006$27.2M1.5%−14,820−12.9%ReducedHolders
Q3 2025114,826$29.2M1.7%−397−0.3%ReducedHolders
Q2 2025115,223$23.6M1.5%−6,598−5.4%ReducedHolders
Q1 2025121,821$27.1M1.8%−15,393−11.2%ReducedHolders
Q4 2024137,214$34.4M2.3%−2,835−2.0%ReducedHolders
Q3 2024140,049$32.6M2.2%+12,637+9.9%AddedHolders
Q2 2024127,412$26.8M2.1%−2,063−1.6%ReducedHolders
Q1 2024129,475$22.2M1.8%−3,686−2.8%ReducedHolders
Q4 2023133,161$25.6M2.2%−9,899−6.9%ReducedHolders
Q3 2023143,060$24.5M2.3%+9,882+7.4%AddedHolders
Q2 2023133,178$25.8M2.3%−1,936−1.4%ReducedHolders
Q1 2023135,114$22.3M2.1%−2,168−1.6%ReducedHolders
Q4 2022137,282$17.8M1.7%−8,997−6.2%ReducedHolders
Q3 2022146,279$20.2M2.2%+5,811+4.1%AddedHolders
Q2 2022140,468$19.2M2.0%−1,112−0.8%ReducedHolders
Q1 2022141,580$24.7M2.3%+1,750+1.3%AddedHolders
Q4 2021139,830$24.8M2.3%+7,089+5.3%AddedHolders
Q3 2021132,741$18.8M1.9%+76,989+138.1%AddedHolders
Q2 202155,752$7.64M1.1%−13,454−19.4%ReducedHolders
Q1 202169,206$8.45M1.7%––Holders

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