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Campbell Wealth Management

SEC CIK
0001736648
Latest filing
Jan 30, 2025

AAPL holding history

Apple Inc. in every 13F filed by Campbell 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 Q4 2024 holdings

Shares (Q4 2024)
22,810
Value
$5.71M
% of portfolio
0.5%
Quarters held
16
Since Q1 2021
Holdings of AAPL by Campbell Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202422,810$5.71M0.5%+9,005+65.2%AddedHolders
Q3 202413,805$3.22M0.3%−8,746−38.8%ReducedHolders
Q2 202422,551$4.75M1.5%+4,289+23.5%AddedHolders
Q1 202418,262$3.13M0.3%+2,077+12.8%AddedHolders
Q4 202316,185$3.12M0.4%−3,329−17.1%ReducedHolders
Q3 202319,514$3.34M0.4%−2,866−12.8%ReducedHolders
Q2 202322,380$4.34M0.6%+2,723+13.9%AddedHolders
Q1 202319,657$3.24M0.4%−741−3.6%ReducedHolders
Q4 202220,398$2.65M0.4%−73−0.4%ReducedHolders
Q3 202220,471$2.83M0.4%+6,119+42.6%AddedHolders
Q2 202214,352$1.96M0.3%−4,874−25.4%ReducedHolders
Q1 202219,226$3.36M0.4%−3,391−15.0%ReducedHolders
Q4 202122,617$4.02M0.5%−1,116−4.7%ReducedHolders
Q3 202123,733$3.36M0.4%−1,031−4.2%ReducedHolders
Q2 202124,764$3.39M0.5%−117−0.5%ReducedHolders
Q1 202124,881$3.04M0.4%––Holders

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