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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by CFM Wealth Partners 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)
271,129
Value
$78.5M
% of portfolio
10.0%
Quarters held
22
Since Q1 2021
Holdings of AAPL by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026271,129$78.5M10.0%−4,336−1.6%ReducedHolders
Q1 2026275,465$69.9M10.5%−2,421−0.9%ReducedHolders
Q4 2025277,886$75.5M10.9%−11,133−3.9%ReducedHolders
Q3 2025289,019$73.6M10.7%−1,052−0.4%ReducedHolders
Q2 2025290,071$59.5M9.5%−4,472−1.5%ReducedHolders
Q1 2025294,543$65.4M11.5%+220.0%AddedHolders
Q4 2024294,521$73.8M12.4%−5,370−1.8%ReducedHolders
Q3 2024299,891$69.9M12.2%+155+0.1%AddedHolders
Q2 2024299,736$63.1M11.6%−1,518−0.5%ReducedHolders
Q1 2024301,254$51.7M10.4%−5,125−1.7%ReducedHolders
Q4 2023306,379$59.0M13.3%−4,189−1.3%ReducedHolders
Q3 2023310,568$53.2M13.9%+8,285+2.7%AddedHolders
Q2 2023302,283$58.6M14.2%−2,546−0.8%ReducedHolders
Q1 2023304,829$50.3M13.9%−549−0.2%ReducedHolders
Q4 2022305,378$39.7M11.9%−1,911−0.6%ReducedHolders
Q3 2022307,289$42.5M13.6%−391−0.1%ReducedHolders
Q2 2022307,680$42.1M12.6%−6,339−2.0%ReducedHolders
Q1 2022314,019$54.8M13.1%−6,655−2.1%ReducedHolders
Q4 2021320,674$58.4M13.0%−2,287−0.7%ReducedHolders
Q3 2021322,961$45.7M11.5%+336+0.1%AddedHolders
Q2 2021322,625$44.2M11.7%−11,731−3.5%ReducedHolders
Q1 2021334,356$40.8M12.3%––Holders

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