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Aegis Wealth Management LLC

SEC CIK
0001628818
Latest filing
Aug 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by Aegis Wealth Management 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)
8,402
Value
$2.43M
% of portfolio
1.1%
Quarters held
4
Since Q3 2025
Holdings of AAPL by Aegis Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,402$2.43M1.1%−207−2.4%ReducedHolders
Q1 20268,609$2.18M1.2%−2,845−24.8%ReducedHolders
Q4 202511,454$3.11M1.8%−3,221−21.9%ReducedHolders
Q3 202514,675$3.74M2.0%+14,675NewHolders