Skip to main content
Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

AAPL holding history

Apple Inc. in every 13F filed by Heritage Wealth Advisors, 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)
240,896
Value
$69.7M
% of portfolio
2.4%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026240,896$69.7M2.4%−2,778−1.1%ReducedHolders
Q1 2026243,674$61.8M2.4%−29,133−10.7%ReducedHolders
Q4 2025272,807$74.2M2.8%−3,123−1.1%ReducedHolders
Q3 2025275,930$70.3M3.1%+3,947+1.5%AddedHolders
Q2 2025271,983$55.8M2.6%+315+0.1%AddedHolders
Q1 2025271,668$60.3M3.1%+1,692+0.6%AddedHolders
Q4 2024269,976$67.6M3.4%−16,537−5.8%ReducedHolders
Q3 2024286,513$66.8M3.1%+410+0.1%AddedHolders
Q2 2024286,103$60.3M2.7%+1,511+0.5%AddedHolders
Q1 2024284,592$48.8M2.2%+6,052+2.2%AddedHolders
Q4 2023278,540$53.6M2.7%−9,412−3.3%ReducedHolders
Q3 2023287,952$49.3M2.7%+888+0.3%AddedHolders
Q2 2023287,064$55.7M2.9%−13,707−4.6%ReducedHolders
Q1 2023300,771$49.6M2.8%+2,930+1.0%AddedHolders
Q4 2022297,841$38.7M2.2%+6,641+2.3%AddedHolders
Q3 2022291,200$40.2M2.9%−38,512−11.7%ReducedHolders
Q2 2022329,712$45.1M3.1%+18,750+6.0%AddedHolders
Q1 2022310,962$54.3M3.0%+2,338+0.8%AddedHolders
Q4 2021308,624$54.8M3.0%+12,634+4.3%AddedHolders
Q3 2021295,990$41.9M2.6%−210.0%ReducedHolders
Q2 2021296,011$40.5M2.5%+4,617+1.6%AddedHolders
Q1 2021291,394$35.6M2.1%––Holders

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