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Livermore
Livermore
ZHEN

JGP Wealth Management, LLC

SEC CIK
0001748278
Latest filing
Jul 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by JGP Wealth Management, 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)
232,818
Value
$67.4M
% of portfolio
6.0%
Quarters held
22
Since Q1 2021
Holdings of AAPL by JGP Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026232,818$67.4M6.0%+1,600+0.7%AddedHolders
Q1 2026231,218$58.7M6.1%−522−0.2%ReducedHolders
Q4 2025231,740$63.0M6.6%+11,904+5.4%AddedHolders
Q3 2025219,836$56.5M6.3%+1,356+0.6%AddedHolders
Q2 2025218,480$44.8M5.4%−653−0.3%ReducedHolders
Q1 2025219,133$48.7M6.4%−2,186−1.0%ReducedHolders
Q4 2024221,319$55.4M7.2%+1,424+0.6%AddedHolders
Q3 2024219,895$51.2M6.6%+10,945+5.2%AddedHolders
Q2 2024208,950$44.0M6.3%+190.0%AddedHolders
Q1 2024208,931$35.8M5.2%−3,223−1.5%ReducedHolders
Q4 2023212,154$40.8M6.1%+1,141+0.5%AddedHolders
Q3 2023211,013$36.1M6.1%+1,691+0.8%AddedHolders
Q2 2023209,322$40.6M6.6%−242−0.1%ReducedHolders
Q1 2023209,564$34.6M6.1%+4,315+2.1%AddedHolders
Q4 2022205,249$26.7M4.9%+90.0%AddedHolders
Q3 2022205,240$28.8M6.0%+3,098+1.5%AddedHolders
Q2 2022202,142$28.9M5.8%+6,569+3.4%AddedHolders
Q1 2022195,573$33.3M6.1%+2,474+1.3%AddedHolders
Q4 2021193,099$33.8M6.3%+4,622+2.5%AddedHolders
Q3 2021188,477$26.7M5.8%+2,554+1.4%AddedHolders
Q2 2021185,923$25.5M5.5%−11,457−5.8%ReducedHolders
Q1 2021197,380$24.1M5.4%––Holders

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