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Livermore
Livermore
ZHEN

RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

AAPL holding history

Apple Inc. in every 13F filed by RSM US 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)
909,913
Value
$263.3M
% of portfolio
2.9%
Quarters held
22
Since Q1 2021
Holdings of AAPL by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026909,913$263.3M2.9%−11,048−1.2%ReducedHolders
Q1 2026920,961$233.7M2.9%+9,795+1.1%AddedHolders
Q4 2025911,166$248.8M3.2%−31,655−3.4%ReducedHolders
Q3 2025942,821$240.1M3.1%+21,341+2.3%AddedHolders
Q2 2025921,480$189.1M2.6%−5,132−0.6%ReducedHolders
Q1 2025926,612$205.8M3.2%−44,003−4.5%ReducedHolders
Q4 2024970,615$244.0M3.5%+69,937+7.8%AddedHolders
Q3 2024900,678$203.7M3.0%+30,988+3.6%AddedHolders
Q2 2024869,690$188.1M3.2%+413,678+90.7%AddedHolders
Q1 2024456,012$78.2M2.0%−12,261−2.6%ReducedHolders
Q4 2023468,273$90.2M2.4%+65,721+16.3%AddedHolders
Q3 2023402,552$68.9M2.4%+13,189+3.4%AddedHolders
Q2 2023389,363$75.5M2.6%−11,252−2.8%ReducedHolders
Q1 2023400,615$66.1M2.3%+263,695+192.6%AddedHolders
Q4 2022136,920$17.8M0.9%+19,193+16.3%AddedHolders
Q3 2022117,727$16.3M0.9%−1,533−1.3%ReducedHolders
Q2 2022119,260$16.3M0.9%+4,348+3.8%AddedHolders
Q1 2022114,912$20.1M1.0%−96−0.1%ReducedHolders
Q4 2021115,008$20.4M1.0%+14,176+14.1%AddedHolders
Q3 2021100,832$14.3M0.8%−16,130−13.8%ReducedHolders
Q2 2021116,962$16.0M0.9%+12,886+12.4%AddedHolders
Q1 2021104,076$12.7M0.8%––Holders

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