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Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

AAPL holding history

Apple Inc. in every 13F filed by Cypress Wealth Services, 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)
162,581
Value
$47.0M
% of portfolio
5.8%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026162,581$47.0M5.8%−1,970−1.2%ReducedHolders
Q1 2026164,551$41.8M5.9%−3,488−2.1%ReducedHolders
Q4 2025168,039$45.7M6.3%+31,883+23.4%AddedHolders
Q3 2025136,156$34.7M5.7%+1,662+1.2%AddedHolders
Q2 2025134,494$27.6M4.9%+1,544+1.2%AddedHolders
Q1 2025132,950$29.5M6.0%−1,030−0.8%ReducedHolders
Q4 2024133,980$33.6M6.7%+462+0.3%AddedHolders
Q3 2024133,518$31.1M6.4%+817+0.6%AddedHolders
Q2 2024132,701$27.9M6.2%+725+0.5%AddedHolders
Q1 2024131,976$22.6M5.3%−755−0.6%ReducedHolders
Q4 2023132,731$25.6M6.4%−1,145−0.9%ReducedHolders
Q3 2023133,876$22.9M6.4%−3,820−2.8%ReducedHolders
Q2 2023137,696$26.7M7.0%+6,974+5.3%AddedHolders
Q1 2023130,722$21.6M6.3%−2,551−1.9%ReducedHolders
Q4 2022133,273$17.3M5.6%+1,087+0.8%AddedHolders
Q3 2022132,186$18.5M6.3%+799+0.6%AddedHolders
Q2 2022131,387$18.0M5.7%+4,155+3.3%AddedHolders
Q1 2022127,232$22.2M6.1%−1,549−1.2%ReducedHolders
Q4 2021128,781$22.9M6.3%−828−0.6%ReducedHolders
Q3 2021129,609$18.3M5.5%−26,350−16.9%ReducedHolders
Q2 2021155,959$21.4M5.8%−34,885−18.3%ReducedHolders
Q1 2021190,844$23.3M4.9%––Holders

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