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Sofos Investments, Inc.

SEC CIK
0001741736
Latest filing
May 8, 2026

AAPL holding history

Apple Inc. in every 13F filed by Sofos Investments, Inc., 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 Q1 2026 holdings

Shares (Q1 2026)
27,738
Value
$7.04M
% of portfolio
1.3%
Quarters held
18
Since Q1 2021
Holdings of AAPL by Sofos Investments, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202627,738$7.04M1.3%+129+0.5%AddedHolders
Q4 202527,609$6.96M1.3%+825+3.1%AddedHolders
Q3 202526,784$6.31M1.2%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202528,492$5.89M1.3%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202418,991$3.58M0.9%−14,871−43.9%ReducedHolders
Q1 202433,862$5.40M0.7%+18,523+120.8%AddedHolders
Q4 202315,339$2.57M0.7%−226,805−93.7%ReducedHolders
Q3 2023242,144$1.89M<0.1%+232,369+2,377.2%AddedHolders
Q2 20239,775$67.3K0.3%+95+1.0%AddedHolders
Q1 20239,680$14.6K0.6%+7,477+339.4%AddedHolders
Q4 20222,203$48.2K0.5%−3,887−63.8%ReducedHolders
Q3 20226,090––−5,361−46.8%ReducedHolders
Q2 202211,451––+2,120+22.7%AddedHolders
Q1 20229,331––−8,448−47.5%ReducedHolders
Q4 202117,779––+12,923+266.1%AddedHolders
Q3 20214,856$803.0K0.6%−4,933−50.4%ReducedHolders
Q2 20219,789$1.46M0.7%+955+10.8%AddedHolders
Q1 20218,834$18.8K0.4%––Holders

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