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Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

AAPL holding history

Apple Inc. in every 13F filed by Aries Wealth Management, 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)
86,337
Value
$25.0M
% of portfolio
4.9%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202686,337$25.0M4.9%−110.0%ReducedHolders
Q1 202686,348$21.9M4.8%−939−1.1%ReducedHolders
Q4 202587,287$23.7M5.3%−393−0.4%ReducedHolders
Q3 202587,680$22.3M5.3%−742−0.8%ReducedHolders
Q2 202588,422$18.1M4.7%−1,376−1.5%ReducedHolders
Q1 202589,798$19.9M5.4%−1,701−1.9%ReducedHolders
Q4 202491,499$22.9M6.3%−853−0.9%ReducedHolders
Q3 202492,352$21.5M5.9%−642−0.7%ReducedHolders
Q2 202492,994$19.6M6.2%−577−0.6%ReducedHolders
Q1 202493,571$16.0M5.2%−1,365−1.4%ReducedHolders
Q4 202394,936$18.3M6.5%−1,450−1.5%ReducedHolders
Q3 202396,386$17.2M6.7%+1,521+1.6%AddedHolders
Q2 202394,865$18.4M7.1%−235−0.2%ReducedHolders
Q1 202395,100$15.7M6.4%+111+0.1%AddedHolders
Q4 202294,989$12.3M5.3%+1,147+1.2%AddedHolders
Q3 202293,842$14.4M6.4%+792+0.9%AddedHolders
Q2 202293,050$12.7M5.8%+85,438+1,122.4%AddedHolders
Q1 20227,612$1.33M0.6%−86,067−91.9%ReducedHolders
Q4 202193,679$16.6M6.3%−2,732−2.8%ReducedHolders
Q3 202196,411$13.6M5.8%−277−0.3%ReducedHolders
Q2 202196,688$13.2M5.7%−485−0.5%ReducedHolders
Q1 202197,173$12.8M5.8%––Holders

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