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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

AAPL holding history

Apple Inc. in every 13F filed by XML Financial, 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)
115,961
Value
$33.6M
% of portfolio
2.4%
Quarters held
22
Since Q1 2021
Holdings of AAPL by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026115,961$33.6M2.4%+835+0.7%AddedHolders
Q1 2026115,126$29.2M2.4%−245−0.2%ReducedHolders
Q4 2025115,371$31.4M2.6%−6,549−5.4%ReducedHolders
Q3 2025121,920$31.0M2.5%−1,017−0.8%ReducedHolders
Q2 2025122,937$25.2M2.2%−7,159−5.5%ReducedHolders
Q1 2025130,096$28.9M2.7%−1,095−0.8%ReducedHolders
Q4 2024131,191$32.9M3.0%+1,351+1.0%AddedHolders
Q3 2024129,840$30.3M2.8%−1,276−1.0%ReducedHolders
Q2 2024131,116$27.6M2.8%−3,376−2.5%ReducedHolders
Q1 2024134,492$23.1M2.4%−9,618−6.7%ReducedHolders
Q4 2023144,110$27.7M2.9%−8,133−5.3%ReducedHolders
Q3 2023152,243$26.1M3.1%+489+0.3%AddedHolders
Q2 2023151,754$29.4M3.4%+460.0%AddedHolders
Q1 2023151,708$25.0M3.0%−4,328−2.8%ReducedHolders
Q4 2022156,036$20.3M2.5%+2,239+1.5%AddedHolders
Q3 2022153,797$21.3M3.0%+75,684+96.9%AddedHolders
Q2 202278,113$10.7M2.4%−68,739−46.8%ReducedHolders
Q1 2022146,852$25.6M3.1%−10,074−6.4%ReducedHolders
Q4 2021156,926$27.9M3.4%−5,824−3.6%ReducedHolders
Q3 2021162,750$23.0M3.1%+88,890+120.3%AddedHolders
Q2 202173,860$10.1M2.2%−1,454−1.9%ReducedHolders
Q1 202175,314$9.20M2.2%––Holders

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