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Dakota Wealth Management

SEC CIK
0001631353
Latest filing
Aug 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by Dakota Wealth Management, 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)
617,780
Value
$178.8M
% of portfolio
3.4%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Dakota Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026617,780$178.8M3.4%+3,499+0.6%AddedHolders
Q1 2026614,281$155.9M3.4%−27,341−4.3%ReducedHolders
Q4 2025641,622$174.4M3.1%+61,670+10.6%AddedHolders
Q3 2025579,952$147.7M3.0%−2,119−0.4%ReducedHolders
Q2 2025582,071$119.4M2.5%−85,959−12.9%ReducedHolders
Q1 2025668,030$148.4M3.5%−1,937−0.3%ReducedHolders
Q4 2024669,967$167.8M3.9%−16,262−2.4%ReducedHolders
Q3 2024686,229$159.9M3.6%+22,300+3.4%AddedHolders
Q2 2024663,929$139.8M3.3%+46,597+7.5%AddedHolders
Q1 2024617,332$105.9M2.6%+74,600+13.7%AddedHolders
Q4 2023542,732$104.5M4.1%−4,681−0.9%ReducedHolders
Q3 2023547,413$93.7M4.1%+54,028+11.0%AddedHolders
Q2 2023493,385$95.7M4.5%+138,616+39.1%AddedHolders
Q1 2023354,769$58.5M3.9%+1,607+0.5%AddedHolders
Q4 2022353,162$45.9M3.3%−13,137−3.6%ReducedHolders
Q3 2022366,299$50.6M4.1%+28,259+8.4%AddedHolders
Q2 2022338,040$46.2M4.3%+38,047+12.7%AddedHolders
Q1 2022299,993$52.4M4.3%+31,741+11.8%AddedHolders
Q4 2021268,252$47.6M5.0%+4,841+1.8%AddedHolders
Q3 2021263,411$37.3M4.3%+11,628+4.6%AddedHolders
Q2 2021251,783$34.5M4.1%+13,103+5.5%AddedHolders
Q1 2021238,680$29.2M3.9%––Holders

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