Winch Advisory Services, LLC

SEC CIK: 0001585822
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

AAPL holding history

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

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 105,446
Value: $30.5M
% of portfolio: 6.3%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Winch Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	105,446	$30.5M	6.3%	−1,874−1.7%	Reduced	Holders
Q1 2026	107,320	$27.2M	6.2%	−1,472−1.4%	Reduced	Holders
Q4 2025	108,792	$29.6M	6.5%	−3,318−3.0%	Reduced	Holders
Q3 2025	112,110	$28.5M	6.4%	−853−0.8%	Reduced	Holders
Q2 2025	112,963	$23.2M	5.7%	−2,542−2.2%	Reduced	Holders
Q1 2025	115,505	$25.7M	6.8%	−3,438−2.9%	Reduced	Holders
Q4 2024	118,943	$29.8M	7.7%	−2,517−2.1%	Reduced	Holders
Q3 2024	121,460	$28.3M	7.8%	−3,004−2.4%	Reduced	Holders
Q2 2024	124,464	$26.2M	7.5%	−2,043−1.6%	Reduced	Holders
Q1 2024	126,507	$21.7M	6.6%	−1,557−1.2%	Reduced	Holders
Q4 2023	128,064	$24.7M	8.2%	−2,224−1.7%	Reduced	Holders
Q3 2023	130,288	$22.3M	8.2%	−4,475−3.3%	Reduced	Holders
Q2 2023	134,763	$26.1M	9.4%	−3,051−2.2%	Reduced	Holders
Q1 2023	137,814	$22.7M	8.8%	−1,747−1.3%	Reduced	Holders
Q4 2022	139,561	$18.1M	7.7%	−6,280−4.3%	Reduced	Holders
Q3 2022	145,841	$20.2M	8.7%	−2,033−1.4%	Reduced	Holders
Q2 2022	147,874	$20.2M	8.2%	−1,152−0.8%	Reduced	Holders
Q1 2022	149,026	$26.0M	9.0%	−7,686−4.9%	Reduced	Holders
Q4 2021	156,712	$27.8M	9.2%	−1,236−0.8%	Reduced	Holders
Q3 2021	157,948	$22.4M	7.8%	+140+0.1%	Added	Holders
Q2 2021	157,808	$21.6M	7.8%	+897+0.6%	Added	Holders
Q1 2021	156,911	$19.2M	7.7%	–	–	Holders

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