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Strategic Wealth Partners, Ltd.

SEC CIK
0001720777
Latest filing
Aug 12, 2026

AAPL holding history

Apple Inc. in every 13F filed by Strategic Wealth Partners, Ltd., 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)
154,485
Value
$44.7M
% of portfolio
2.8%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Strategic Wealth Partners, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026154,485$44.7M2.8%+5,603+3.8%AddedHolders
Q1 2026148,882$37.8M2.6%+1,344+0.9%AddedHolders
Q4 2025147,538$40.1M2.7%−5,993−3.9%ReducedHolders
Q3 2025153,531$39.1M2.9%−13,038−7.8%ReducedHolders
Q2 2025166,569$34.2M2.7%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 2024138,600$33.5M2.8%+24,662+21.6%AddedHolders
Q3 2024113,938$26.5M2.6%+4,503+4.1%AddedHolders
Q2 2024109,435$23.0M2.4%+3,540+3.3%AddedHolders
Q1 2024105,895$18.2M2.0%+9,133+9.4%AddedHolders
Q4 202396,762$18.6M2.3%+10,396+12.0%AddedHolders
Q3 202386,366$14.8M1.9%+2,120+2.5%AddedHolders
Q2 202384,246$16.3M2.1%−1,038−1.2%ReducedHolders
Q1 202385,284$14.1M2.2%+4,372+5.4%AddedHolders
Q4 202280,912$10.5M2.0%+5,153+6.8%AddedHolders
Q3 202275,759$10.5M2.2%+7,619+11.2%AddedHolders
Q2 202268,140$9.32M2.0%+829+1.2%AddedHolders
Q1 202267,311$11.8M2.3%+3,987+6.3%AddedHolders
Q4 202163,324$11.2M2.1%+3,274+5.5%AddedHolders
Q3 202160,050$8.50M2.5%+5,154+9.4%AddedHolders
Q2 202154,896$7.52M2.5%+12,307+28.9%AddedHolders
Q1 202142,589$5.20M2.1%––Holders

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