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Livermore
Livermore
ZHEN

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

AAPL holding history

Apple Inc. in every 13F filed by One 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)
143,505
Value
$41.5M
% of portfolio
4.6%
Quarters held
22
Since Q1 2021
Holdings of AAPL by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026143,505$41.5M4.6%+2,034+1.4%AddedHolders
Q1 2026141,471$35.9M4.5%−7,899−5.3%ReducedHolders
Q4 2025149,370$40.6M5.0%−10,939−6.8%ReducedHolders
Q3 2025160,309$40.8M5.1%−8,275−4.9%ReducedHolders
Q2 2025168,584$34.6M4.8%−8,569−4.8%ReducedHolders
Q1 2025177,153$39.4M5.9%−8,568−4.6%ReducedHolders
Q4 2024185,721$46.5M6.9%−11,385−5.8%ReducedHolders
Q3 2024197,106$45.9M7.0%+14,032+7.7%AddedHolders
Q2 2024183,074$39.6M8.5%−36,040−16.4%ReducedHolders
Q1 2024219,114$37.6M6.5%+26,920+14.0%AddedHolders
Q4 2023192,194$37.0M7.1%+26,950+16.3%AddedHolders
Q3 2023165,244$28.3M6.3%−8,361−4.8%ReducedHolders
Q2 2023173,605$33.7M7.1%−5,767−3.2%ReducedHolders
Q1 2023179,372$29.6M6.8%−3,406−1.9%ReducedHolders
Q4 2022182,778$23.7M5.4%+625+0.3%AddedHolders
Q3 2022182,153$25.2M8.2%+1,115+0.6%AddedHolders
Q2 2022181,038$24.8M6.6%+9,184+5.3%AddedHolders
Q1 2022171,854$30.0M7.3%+17,718+11.5%AddedHolders
Q4 2021154,136$27.4M6.9%+6,338+4.3%AddedHolders
Q3 2021147,798$20.9M6.1%+20,795+16.4%AddedHolders
Q2 2021127,003$17.4M5.5%−1,345−1.0%ReducedHolders
Q1 2021128,348$15.7M6.0%––Holders

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