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Livermore
Livermore
ZHEN

Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

AAPL holding history

Apple Inc. in every 13F filed by Opes 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 Q1 2026 holdings

Shares (Q1 2026)
364,108
Value
$92.4M
% of portfolio
15.8%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026364,108$92.4M15.8%−10,326−2.8%ReducedHolders
Q4 2025374,434$101.8M17.3%−10,103−2.6%ReducedHolders
Q3 2025384,537$97.9M17.2%−38,510−9.1%ReducedHolders
Q2 2025423,047$86.8M15.4%+9,851+2.4%AddedHolders
Q1 2025413,196$91.8M18.5%−30,618−6.9%ReducedHolders
Q4 2024443,814$111.1M22.8%−181,868−29.1%ReducedHolders
Q3 2024625,682$145.8M28.0%−4,581−0.7%ReducedHolders
Q2 2024630,263$132.7M27.7%+147,115+30.4%AddedHolders
Q1 2024483,148$82.9M19.1%−2,149−0.4%ReducedHolders
Q4 2023485,297$93.4M22.4%+161,668+50.0%AddedHolders
Q3 2023323,629$55.4M15.3%+7,774+2.5%AddedHolders
Q2 2023315,855$61.3M17.4%−7,459−2.3%ReducedHolders
Q1 2023323,314$53.3M17.2%−1,341−0.4%ReducedHolders
Q4 2022324,655$42.2M15.3%−1,685−0.5%ReducedHolders
Q3 2022326,340$45.1M18.0%−4,404−1.3%ReducedHolders
Q2 2022330,744$45.2M18.1%−8,401−2.5%ReducedHolders
Q1 2022339,145$59.2M19.3%+249+0.1%AddedHolders
Q4 2021338,896$60.2M18.7%−3,920−1.1%ReducedHolders
Q3 2021342,816$48.5M17.2%+4,604+1.4%AddedHolders
Q2 2021338,212$46.3M17.1%−3,106−0.9%ReducedHolders
Q1 2021341,318$41.7M16.3%––Holders

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