Core Wealth Advisors, Inc.

SEC CIK: 0001770532
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Core Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 21,412
Value: $6.20M
% of portfolio: 1.2%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Core Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,412	$6.20M	1.2%	+2,894+15.6%	Added	Holders
Q1 2026	18,518	$4.70M	1.1%	+263+1.4%	Added	Holders
Q4 2025	18,255	$4.96M	1.3%	+191+1.1%	Added	Holders
Q3 2025	18,064	$4.60M	1.2%	+2,686+17.5%	Added	Holders
Q2 2025	15,378	$3.16M	0.9%	+982+6.8%	Added	Holders
Q1 2025	14,396	$3.20M	1.0%	+344+2.4%	Added	Holders
Q4 2024	14,052	$3.52M	1.2%	+313+2.3%	Added	Holders
Q3 2024	13,739	$3.20M	1.0%	+1,371+11.1%	Added	Holders
Q2 2024	12,368	$2.60M	0.9%	−698−5.3%	Reduced	Holders
Q1 2024	13,066	$2.24M	0.8%	−22−0.2%	Reduced	Holders
Q4 2023	13,088	$2.52M	0.9%	+919+7.6%	Added	Holders
Q3 2023	12,169	$2.08M	0.9%	−130−1.1%	Reduced	Holders
Q2 2023	12,299	$2.39M	1.0%	+79+0.6%	Added	Holders
Q1 2023	12,220	$2.02M	0.8%	−196−1.6%	Reduced	Holders
Q4 2022	12,416	$1.61M	0.7%	+663+5.6%	Added	Holders
Q3 2022	11,753	$1.62M	0.9%	+101+0.9%	Added	Holders
Q2 2022	11,652	$1.59M	1.0%	−130−1.1%	Reduced	Holders
Q1 2022	11,782	$2.06M	1.2%	−175−1.5%	Reduced	Holders
Q4 2021	11,957	$2.12M	1.3%	+2,974+33.1%	Added	Holders
Q3 2021	8,983	$1.27M	0.8%	−22−0.2%	Reduced	Holders
Q2 2021	9,005	$1.23M	0.8%	−3,659−28.9%	Reduced	Holders
Q1 2021	12,664	$1.55M	1.4%	–	–	Holders

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