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Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by Personal Cfo Solutions, 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)
147,071
Value
$42.6M
% of portfolio
6.2%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026147,071$42.6M6.2%+9,454+6.9%AddedHolders
Q1 2026137,617$34.9M4.9%−3,123−2.2%ReducedHolders
Q4 2025140,740$38.3M6.1%+34,322+32.3%AddedHolders
Q3 2025106,418$27.1M4.8%−3,037−2.8%ReducedHolders
Q2 2025109,455$22.5M4.2%+213+0.2%AddedHolders
Q1 2025109,242$24.3M4.9%−375−0.3%ReducedHolders
Q4 2024109,617$27.5M5.4%+3,588+3.4%AddedHolders
Q3 2024106,029$24.7M3.5%+9,514+9.9%AddedHolders
Q2 202496,515$20.3M3.1%+10,371+12.0%AddedHolders
Q1 202486,144$14.8M2.3%+210+0.2%AddedHolders
Q4 202385,934$16.5M2.9%+4,341+5.3%AddedHolders
Q3 202381,593$14.0M2.8%−2,068−2.5%ReducedHolders
Q2 202383,661$16.2M3.3%+3,027+3.8%AddedHolders
Q1 202380,634$13.3M2.7%−6,235−7.2%ReducedHolders
Q4 202286,869$11.3M2.4%+1,259+1.5%AddedHolders
Q3 202285,610$11.8M3.0%−1,663−1.9%ReducedHolders
Q2 202287,273$11.9M2.8%+4,177+5.0%AddedHolders
Q1 202283,096$14.5M2.9%+3,067+3.8%AddedHolders
Q4 202180,029$14.2M2.7%+700+0.9%AddedHolders
Q3 202179,329$11.2M2.3%+11,213+16.5%AddedHolders
Q2 202168,116$9.33M1.9%−5,979−8.1%ReducedHolders
Q1 202174,095$9.05M2.0%––Holders

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