Wambolt & Associates, LLC
- SEC CIK
- 0001755723
- Latest filing
- Aug 13, 2025
AAPL holding history
Apple Inc. in every 13F filed by Wambolt & Associates, 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 2025 holdings
- Shares (Q2 2025)
- 48,140
- Value
- $10.0M
- % of portfolio
- 3.4%
- Quarters held
- 18
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 48,140 | $10.0M | 3.4% | −4,385−8.3% | Reduced | Holders |
| Q1 2025 | 52,525 | $11.7M | 4.0% | −2,145−3.9% | Reduced | Holders |
| Q4 2024 | 54,670 | $13.7M | 4.4% | −28,357−34.2% | Reduced | Holders |
| Q3 2024 | 83,027 | $18.8M | 5.1% | +358+0.4% | Added | Holders |
| Q2 2024 | 82,669 | $17.9M | 5.2% | +4,228+5.4% | Added | Holders |
| Q1 2024 | 78,441 | $13.3M | 4.0% | −59,603−43.2% | Reduced | Holders |
| Q4 2023 | 138,044 | $13.4M | 4.4% | +9,681+7.5% | Added | Holders |
| Q3 2023 | 128,363 | $10.4M | 3.8% | +8,925+7.5% | Added | Holders |
| Q2 2023 | 119,438 | $9.85M | 3.5% | +1,125+1.0% | Added | Holders |
| Q1 2023 | 118,313 | $8.26M | 2.9% | −5,375−4.3% | Reduced | Holders |
| Q4 2022 | 123,688 | $7.17M | 2.8% | +1,523+1.2% | Added | Holders |
| Q3 2022 | 122,165 | $7.42M | 3.2% | −830−0.7% | Reduced | Holders |
| Q2 2022 | 122,995 | $7.45M | 3.0% | +1,303+1.1% | Added | Holders |
| Q1 2022 | 121,692 | $9.25M | 3.4% | −1,707−1.4% | Reduced | Holders |
| Q4 2021 | 123,399 | $9.73M | 3.5% | −430−0.3% | Reduced | Holders |
| Q3 2021 | 123,829 | $7.89M | 3.2% | +69,348+127.3% | Added | Holders |
| Q2 2021 | 54,481 | $7.48M | 3.2% | +31,459+136.6% | Added | Holders |
| Q1 2021 | 23,022 | $2.83M | 1.5% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.