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WSFS Capital Management, LLC

SEC CIK
0001700481
Latest filing
Aug 3, 2026

AAPL holding history

Apple Inc. in every 13F filed by WSFS Capital 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)
371,340
Value
$107.5M
% of portfolio
4.7%
Quarters held
22
Since Q1 2021
Holdings of AAPL by WSFS Capital Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026371,340$107.5M4.7%+2,359+0.6%AddedHolders
Q1 2026368,981$93.6M4.5%−1,997−0.5%ReducedHolders
Q4 2025370,978$100.9M4.9%+1,965+0.5%AddedHolders
Q3 2025369,013$94.0M4.7%−3,864−1.0%ReducedHolders
Q2 2025372,877$76.5M4.2%−29,451−7.3%ReducedHolders
Q1 2025402,328$89.4M5.4%−60,805−13.1%ReducedHolders
Q4 2024463,133$116.0M6.3%+15,599+3.5%AddedHolders
Q3 2024447,534$104.3M5.6%−2,046−0.5%ReducedHolders
Q2 2024449,580$95.7M5.3%+70,844+18.7%AddedHolders
Q1 2024378,736$77.8M4.4%−78,991−17.3%ReducedHolders
Q4 2023457,727$88.1M5.5%−47,636−9.4%ReducedHolders
Q3 2023505,363$86.5M5.7%+399,926+379.3%AddedHolders
Q2 2023105,437$20.5M1.9%−6,344−5.7%ReducedHolders
Q1 2023111,781$18.4M1.9%+3,982+3.7%AddedHolders
Q4 2022107,799$14.0M1.5%+50,372+87.7%AddedHolders
Q3 202257,427$7.94M2.8%−11,161−16.3%ReducedHolders
Q2 202268,588$9.38M3.1%+397+0.6%AddedHolders
Q1 202268,191$11.9M3.3%+3,581+5.5%AddedHolders
Q4 202164,610$11.5M4.4%−494−0.8%ReducedHolders
Q3 202165,104$9.21M4.2%−5,070−7.2%ReducedHolders
Q2 202170,174$9.61M4.4%+48+0.1%AddedHolders
Q1 202170,126$8.57M4.2%––Holders

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