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Livermore
Livermore
ZHEN

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

AAPL holding history

Apple Inc. in every 13F filed by Selective Wealth Management, 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 Q2 2026 holdings

Shares (Q2 2026)
28,832
Value
$9.62M
% of portfolio
2.5%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,832$9.62M2.5%+1,163+4.2%AddedHolders
Q1 202627,669$7.48M2.2%−1,249−4.3%ReducedHolders
Q4 202528,918$7.47M2.3%+2,826+10.8%AddedHolders
Q3 202526,092$6.69M2.2%+527+2.1%AddedHolders
Q2 202525,565$5.40M2.0%−3,016−10.6%ReducedHolders
Q1 202528,581$5.66M2.5%−111−0.4%ReducedHolders
Q4 202428,692$6.69M2.7%+303+1.1%AddedHolders
Q3 202428,389$6.41M2.7%+6,385+29.0%AddedHolders
Q2 202422,004$5.03M2.2%−745−3.3%ReducedHolders
Q1 202422,749$3.82M1.7%+76+0.3%AddedHolders
Q4 202322,673$4.12M2.1%−1,923−7.8%ReducedHolders
Q3 202324,596$4.27M2.3%−877−3.4%ReducedHolders
Q2 202325,473$4.80M2.4%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202227,841$3.84M2.0%+809+3.0%AddedHolders
Q3 202227,032$3.74M1.6%−2,357−8.0%ReducedHolders
Q2 202229,389$4.02M1.4%+144+0.5%AddedHolders
Q1 202229,245$5.11M1.9%−6,462−18.1%ReducedHolders
Q4 202135,707$6.34M2.6%+1,089+3.1%AddedHolders
Q3 202134,618$4.90M2.6%+10,487+43.5%AddedHolders
Q2 202124,131$3.31M2.6%+8,123+50.7%AddedHolders
Q1 202116,008$1.96M1.8%––Holders

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