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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

AAPL holding history

Apple Inc. in every 13F filed by AE 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)
2,564,770
Value
$742.1M
% of portfolio
3.5%
Quarters held
22
Since Q1 2021
Holdings of AAPL by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,564,770$742.1M3.5%+146,396+6.1%AddedHolders
Q1 20262,418,374$613.8M3.3%+267,540+12.4%AddedHolders
Q4 20252,150,834$584.7M3.4%+140,705+7.0%AddedHolders
Q3 20252,010,129$511.8M3.3%+206,188+11.4%AddedHolders
Q2 20251,803,941$370.1M2.7%+109,625+6.5%AddedHolders
Q1 20251,694,316$376.4M3.2%+62,833+3.9%AddedHolders
Q4 20241,631,483$408.6M3.5%+98,497+6.4%AddedHolders
Q3 20241,532,986$357.2M3.2%−106,291−6.5%ReducedHolders
Q2 20241,639,277$345.3M3.5%+341,961+26.4%AddedHolders
Q1 20241,297,316$222.5M2.5%−1,838,188−58.6%ReducedHolders
Q4 20233,135,504$603.3M3.1%+261,924+9.1%AddedHolders
Q3 20232,873,580$492.0M2.9%+199,462+7.5%AddedHolders
Q2 20232,674,118$518.7M3.1%+110,287+4.3%AddedHolders
Q1 20232,563,831$422.8M2.7%−39,562−1.5%ReducedHolders
Q4 20222,603,393$338.3M2.4%+139,439+5.7%AddedHolders
Q3 20222,463,954$340.5M2.7%+37,553+1.5%AddedHolders
Q2 20222,426,401$331.7M2.7%+149,353+6.6%AddedHolders
Q1 20222,277,048$397.6M2.7%+63,586+2.9%AddedHolders
Q4 20212,213,462$393.0M2.7%+38,335+1.8%AddedHolders
Q3 20212,175,127$307.8M2.5%+80,528+3.8%AddedHolders
Q2 20212,094,599$286.9M2.5%+77,777+3.9%AddedHolders
Q1 20212,016,822$246.4M2.5%––Holders

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