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Livermore
Livermore
ZHEN

Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

AAPL holding history

Apple Inc. in every 13F filed by Focused Wealth Management, Inc, 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)
114,902
Value
$33.2M
% of portfolio
2.9%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026114,902$33.2M2.9%+839+0.7%AddedHolders
Q1 2026114,063$28.9M3.0%+7,096+6.6%AddedHolders
Q4 2025106,967$29.1M3.1%+691+0.7%AddedHolders
Q3 2025106,276$27.1M2.9%−329−0.3%ReducedHolders
Q2 2025106,605$21.9M2.7%+713+0.7%AddedHolders
Q1 2025105,892$23.5M3.2%+906+0.9%AddedHolders
Q4 2024104,986$26.3M3.6%+414+0.4%AddedHolders
Q3 2024104,572$24.4M3.4%−5,979−5.4%ReducedHolders
Q2 2024110,551$23.3M3.4%+1,338+1.2%AddedHolders
Q1 2024109,213$18.7M2.9%+2,827+2.7%AddedHolders
Q4 2023106,386$20.5M3.4%+9,091+9.3%AddedHolders
Q3 202397,295$16.7M2.9%−457−0.5%ReducedHolders
Q2 202397,752$19.0M3.4%−1,639−1.6%ReducedHolders
Q1 202399,391$16.4M3.3%+590+0.6%AddedHolders
Q4 202298,801$12.8M2.6%+535+0.5%AddedHolders
Q3 202298,266$13.6M2.9%−668−0.7%ReducedHolders
Q2 202298,934$13.5M2.5%+1,126+1.2%AddedHolders
Q1 202297,808$17.1M2.7%+633+0.7%AddedHolders
Q4 202197,175$17.3M2.7%−294−0.3%ReducedHolders
Q3 202197,469$13.8M2.3%+268+0.3%AddedHolders
Q2 202197,201$13.3M2.2%+151+0.2%AddedHolders
Q1 202197,050$11.9M2.1%––Holders

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