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WJ Wealth Management, LLC

SEC CIK
0001801674
Latest filing
Aug 3, 2026

AAPL holding history

Apple Inc. in every 13F filed by WJ 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)
5,086
Value
$1.47M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of AAPL by WJ Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,086$1.47M0.6%+37+0.7%AddedHolders
Q1 20265,049$1.28M0.6%−400−7.3%ReducedHolders
Q4 20255,449$1.48M0.6%−521−8.7%ReducedHolders
Q3 20255,970$1.61M0.7%−6,184−50.9%ReducedHolders
Q2 202512,154$2.49M0.8%−2,604−17.6%ReducedHolders
Q1 202514,758$3.28M1.2%−3,024−17.0%ReducedHolders
Q4 202417,782$4.45M1.5%−1,324−6.9%ReducedHolders
Q3 202419,106$4.45M1.6%+3,026+18.8%AddedHolders
Q2 202416,080$3.39M1.2%+1,600+11.0%AddedHolders
Q1 202414,480$2.48M1.0%+536+3.8%AddedHolders
Q4 202313,944$2.68M1.2%−84−0.6%ReducedHolders
Q3 202314,028$2.40M1.2%+270+2.0%AddedHolders
Q2 202313,758$2.67M1.3%+7,198+109.7%AddedHolders
Q1 20236,560$1.08M0.7%−6,560−50.0%ReducedHolders
Q4 202213,120$1.70M1.0%−1,220−8.5%ReducedHolders
Q3 202214,340$1.98M1.2%−770−5.1%ReducedHolders
Q2 202215,110$2.07M1.5%+4,620+44.0%AddedHolders
Q1 202210,490$1.83M1.2%+100+1.0%AddedHolders
Q4 202110,390$1.84M1.1%+35+0.3%AddedHolders
Q3 202110,355$1.47M1.0%+50+0.5%AddedHolders
Q2 202110,305$1.41M4.4%−640−5.8%ReducedHolders
Q1 202110,945$1.34M4.2%––Holders

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