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Livermore
Livermore
ZHEN

Kovitz Investment Group Partners, LLC

SEC CIK
0001665198
Latest filing
Aug 12, 2026

AAPL holding history

Apple Inc. in every 13F filed by Kovitz Investment Group Partners, 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)
913,249
Value
$264.3M
% of portfolio
5.9%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Kovitz Investment Group Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026913,249$264.3M5.9%−82,196−8.3%ReducedHolders
Q1 2026995,445$252.6M5.9%+14,046+1.4%AddedHolders
Q4 2025981,399$266.8M5.9%−2,011,615−67.2%ReducedHolders
Q3 20252,993,014$762.1M3.0%+127,566+4.5%AddedHolders
Q2 20252,865,448$587.9M2.5%+383,376+15.4%AddedHolders
Q1 20252,482,072$551.3M2.8%−251,294−9.2%ReducedHolders
Q4 20242,733,366$684.5M3.4%+400,739+17.2%AddedHolders
Q3 20242,332,627$438.5M3.1%+407,813+21.2%AddedHolders
Q2 20241,924,814$405.4M3.5%+855,295+80.0%AddedHolders
Q1 20241,069,519$183.4M2.3%+203,870+23.6%AddedHolders
Q4 2023865,649$166.7M2.8%−74,972−8.0%ReducedHolders
Q3 2023940,621$161.0M2.9%−170,022−15.3%ReducedHolders
Q2 20231,110,643$215.4M3.2%−173,356−13.5%ReducedHolders
Q1 20231,283,999$211.7M3.7%+4,596+0.4%AddedHolders
Q4 20221,279,403$166.2M3.3%−14,076−1.1%ReducedHolders
Q3 20221,293,479$178.8M4.2%−3,680−0.3%ReducedHolders
Q2 20221,297,159$177.3M3.9%+7,663+0.6%AddedHolders
Q1 20221,289,496$225.2M4.3%+35,171+2.8%AddedHolders
Q4 20211,254,325$173.5M4.1%−83,620−6.2%ReducedHolders
Q3 20211,337,945$189.3M3.8%−25,860−1.9%ReducedHolders
Q2 20211,363,805$186.8M3.7%+163,585+13.6%AddedHolders
Q1 20211,200,220$146.6M3.4%––Holders

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