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TLW Wealth Management, LLC

SEC CIK
0001767217
Latest filing
Jul 28, 2026

AAPL holding history

Apple Inc. in every 13F filed by TLW 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)
47,895
Value
$13.9M
% of portfolio
7.8%
Quarters held
22
Since Q1 2021
Holdings of AAPL by TLW Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,895$13.9M7.8%−1,161−2.4%ReducedHolders
Q1 202649,056$12.4M7.3%+254+0.5%AddedHolders
Q4 202548,802$13.3M7.7%−1,671−3.3%ReducedHolders
Q3 202550,473$12.9M7.4%−3,516−6.5%ReducedHolders
Q2 202553,989$11.1M6.2%−2,182−3.9%ReducedHolders
Q1 202556,171$12.5M7.5%+627+1.1%AddedHolders
Q4 202455,544$13.9M8.3%−401−0.7%ReducedHolders
Q3 202455,945$13.0M7.7%−69−0.1%ReducedHolders
Q2 202456,014$11.8M7.3%−485−0.9%ReducedHolders
Q1 202456,499$9.69M6.2%+60+0.1%AddedHolders
Q4 202356,439$10.9M7.7%−3,023−5.1%ReducedHolders
Q3 202359,462$10.2M7.7%−95−0.2%ReducedHolders
Q2 202359,557$11.6M8.3%−11,884−16.6%ReducedHolders
Q1 202371,441$11.8M8.9%−631−0.9%ReducedHolders
Q4 202272,072$9.36M7.6%−544−0.7%ReducedHolders
Q3 202272,616$10.0M8.8%−9,847−11.9%ReducedHolders
Q2 202282,463$11.3M8.8%−2,902−3.4%ReducedHolders
Q1 202285,365$14.9M8.7%+45+0.1%AddedHolders
Q4 202185,320$15.2M8.1%+140.0%AddedHolders
Q3 202185,306$12.1M6.6%−167−0.2%ReducedHolders
Q2 202185,473$11.7M6.5%+400+0.5%AddedHolders
Q1 202185,073$10.4M6.3%––Holders

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