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Apella Capital, LLC

SEC CIK
0001801507
Latest filing
Jul 8, 2026

AAPL holding history

Apple Inc. in every 13F filed by Apella Capital, 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)
337,158
Value
$104.7M
% of portfolio
1.5%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Apella Capital, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026337,158$104.7M1.5%+11,593+3.6%AddedHolders
Q1 2026325,565$88.0M1.3%+71,094+27.9%AddedHolders
Q4 2025254,471$69.2M1.4%+60,182+31.0%AddedHolders
Q3 2025194,289$48.1M1.1%+9,923+5.4%AddedHolders
Q2 2025184,366$38.7M1.0%+70,529+62.0%AddedHolders
Q1 2025113,837$22.6M0.8%+35,328+45.0%AddedHolders
Q4 202478,509$19.7M0.8%−563−0.7%ReducedHolders
Q3 202479,072$17.9M0.7%+1,255+1.6%AddedHolders
Q2 202477,817$17.8M0.8%+10,293+15.2%AddedHolders
Q1 202467,524$11.5M0.6%−1,016−1.5%ReducedHolders
Q4 202368,540$12.5M0.7%+1,671+2.5%AddedHolders
Q3 202366,869$11.4M0.8%+147+0.2%AddedHolders
Q2 202366,722$12.9M0.9%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202264,746$8.41M0.8%+1,174+1.8%AddedHolders
Q3 202263,572$8.79M1.0%+4,808+8.2%AddedHolders
Q2 202258,764$8.03M1.0%+59+0.1%AddedHolders
Q1 202258,705$10.3M1.4%+10,948+22.9%AddedHolders
Q4 202147,757$8.48M1.1%−1,077−2.2%ReducedHolders
Q3 202148,834$6.91M1.0%−2,990−5.8%ReducedHolders
Q2 202151,824$7.10M1.2%−2,388−4.4%ReducedHolders
Q1 202154,212$6.62M2.1%––Holders

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