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Livermore
Livermore
ZHEN

Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

AAPL holding history

Apple Inc. in every 13F filed by Waldron Private Wealth 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)
108,448
Value
$31.4M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,448$31.4M1.1%−1,694−1.5%ReducedHolders
Q1 2026110,142$28.0M1.1%−2,304−2.0%ReducedHolders
Q4 2025112,446$30.6M1.2%−3,319−2.9%ReducedHolders
Q3 2025115,765$29.5M1.2%+3,100+2.8%AddedHolders
Q2 2025112,665$23.1M1.0%−194−0.2%ReducedHolders
Q1 2025112,859$25.1M1.2%−87,700−43.7%ReducedHolders
Q4 2024200,559$50.2M2.0%−1,144−0.6%ReducedHolders
Q3 2024201,703$47.0M2.0%+962+0.5%AddedHolders
Q2 2024200,741$42.3M1.9%−7,128−3.4%ReducedHolders
Q1 2024207,869$35.6M1.6%−15,728−7.0%ReducedHolders
Q4 2023223,597$43.0M2.0%−12,232−5.2%ReducedHolders
Q3 2023235,829$40.4M2.1%−3,634−1.5%ReducedHolders
Q2 2023239,463$46.4M2.3%−16,081−6.3%ReducedHolders
Q1 2023255,544$42.1M2.1%+3,219+1.3%AddedHolders
Q4 2022252,325$34.9M2.2%00.0%UnchangedHolders
Q3 2022252,325$34.9M2.2%+3,109+1.2%AddedHolders
Q2 2022249,216$34.1M1.9%+7,458+3.1%AddedHolders
Q1 2022241,758$42.2M2.2%+8,545+3.7%AddedHolders
Q4 2021233,213$41.4M2.0%−2,238−1.0%ReducedHolders
Q3 2021235,451$33.3M1.9%+43,254+22.5%AddedHolders
Q2 2021192,197$26.3M1.7%−1,602−0.8%ReducedHolders
Q1 2021193,799$23.7M1.6%––Holders

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