Northwest Wealth Management, LLC

SEC CIK: 0001695344
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Northwest 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 overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 39,258
Value: $11.4M
% of portfolio: 1.5%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Northwest Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39,258	$11.4M	1.5%	+472+1.2%	Added	Holders
Q1 2026	38,786	$9.84M	1.5%	−3,364−8.0%	Reduced	Holders
Q4 2025	42,150	$11.5M	1.8%	−470−1.1%	Reduced	Holders
Q3 2025	42,620	$10.9M	1.8%	−3,075−6.7%	Reduced	Holders
Q2 2025	45,695	$9.38M	1.7%	−1,560−3.3%	Reduced	Holders
Q1 2025	47,255	$10.5M	2.1%	+194+0.4%	Added	Holders
Q4 2024	47,061	$11.8M	2.5%	+1,367+3.0%	Added	Holders
Q3 2024	45,694	$10.6M	2.5%	+657+1.5%	Added	Holders
Q2 2024	45,037	$9.49M	2.5%	−98−0.2%	Reduced	Holders
Q1 2024	45,135	$7.74M	2.1%	+6,050+15.5%	Added	Holders
Q4 2023	39,085	$7.53M	2.3%	−1,993−4.9%	Reduced	Holders
Q3 2023	41,078	$7.03M	2.5%	−38−0.1%	Reduced	Holders
Q2 2023	41,116	$7.98M	2.9%	−479−1.2%	Reduced	Holders
Q1 2023	41,595	$6.86M	2.6%	+7,981+23.7%	Added	Holders
Q4 2022	33,614	$4.37M	1.9%	−8,807−20.8%	Reduced	Holders
Q3 2022	42,421	$5.86M	2.6%	+1,515+3.7%	Added	Holders
Q2 2022	40,906	$5.59M	2.4%	+1,747+4.5%	Added	Holders
Q1 2022	39,159	$6.84M	3.4%	+1,801+4.8%	Added	Holders
Q4 2021	37,358	$6.63M	3.1%	−175−0.5%	Reduced	Holders
Q3 2021	37,533	$5.31M	2.8%	−2,228−5.6%	Reduced	Holders
Q2 2021	39,761	$5.45M	2.9%	+1,893+5.0%	Added	Holders
Q1 2021	37,868	$4.63M	2.9%	–	–	Holders

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