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Livermore
Livermore
ZHEN

Peterson Wealth Advisors, LLC

SEC CIK
0001713558
Latest filing
Aug 10, 2026

AAPL holding history

Apple Inc. in every 13F filed by Peterson Wealth Advisors, 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)
13,414
Value
$3.88M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Peterson Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,414$3.88M0.5%−58−0.4%ReducedHolders
Q1 202613,472$3.42M0.5%+271+2.1%AddedHolders
Q4 202513,201$3.59M0.5%+346+2.7%AddedHolders
Q3 202512,855$3.30M0.5%+431+3.5%AddedHolders
Q2 202512,424$2.55M0.4%+39+0.3%AddedHolders
Q1 202512,385$2.25M0.4%−372−2.9%ReducedHolders
Q4 202412,757$3.10M0.6%+314+2.5%AddedHolders
Q3 202412,443$2.90M0.5%+482+4.0%AddedHolders
Q2 202411,961$2.52M0.5%+925+8.4%AddedHolders
Q1 202411,036$1.89M0.4%−38−0.3%ReducedHolders
Q4 202311,074$2.13M0.5%+51+0.5%AddedHolders
Q3 202311,023$1.89M0.5%−33−0.3%ReducedHolders
Q2 202311,056$2.13M0.6%−2,081−15.8%ReducedHolders
Q1 202313,137$2.17M0.6%+176+1.4%AddedHolders
Q4 202212,961$1.68M0.5%−339−2.5%ReducedHolders
Q3 202213,300$1.84M0.6%−89−0.7%ReducedHolders
Q2 202213,389$1.83M0.6%−156−1.2%ReducedHolders
Q1 202213,545$2.37M0.7%−577−4.1%ReducedHolders
Q4 202114,122$2.51M0.7%+717+5.3%AddedHolders
Q3 202113,405$1.90M0.6%00.0%UnchangedHolders
Q2 202113,405$1.84M0.7%+268+2.0%AddedHolders
Q1 202113,137$1.60M0.7%––Holders

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