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Livermore
Livermore
ZHEN

Act Wealth Management, LLC

SEC CIK
0001814191
Latest filing
Jul 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by Act 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)
23,801
Value
$6.89M
% of portfolio
2.0%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Act Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,801$6.89M2.0%−315−1.3%ReducedHolders
Q1 202624,116$6.12M2.1%−361−1.5%ReducedHolders
Q4 202524,477$6.65M2.2%−466−1.9%ReducedHolders
Q3 202524,943$6.35M2.2%−1,842−6.9%ReducedHolders
Q2 202526,785$5.50M2.3%+602+2.3%AddedHolders
Q1 202526,183$5.82M2.6%−1,527−5.5%ReducedHolders
Q4 202427,710$6.94M3.2%−142−0.5%ReducedHolders
Q3 202427,852$6.49M2.9%−1,146−4.0%ReducedHolders
Q2 202428,998$6.11M3.0%−10.0%ReducedHolders
Q1 202428,999$4.97M2.5%−966−3.2%ReducedHolders
Q4 202329,965$5.77M3.1%−175−0.6%ReducedHolders
Q3 202330,140$5.16M3.5%−2,511−7.7%ReducedHolders
Q2 202332,651$6.33M3.6%−345−1.0%ReducedHolders
Q1 202332,996$5.44M3.2%−476−1.4%ReducedHolders
Q4 202233,472$4.35M2.7%+252+0.8%AddedHolders
Q3 202233,220$4.59M3.3%−4,885−12.8%ReducedHolders
Q2 202238,105$5.21M3.4%+3,528+10.2%AddedHolders
Q1 202234,577$6.04M3.4%−192−0.6%ReducedHolders
Q4 202134,769$6.17M3.6%−530−1.5%ReducedHolders
Q3 202135,299$4.83M3.0%00.0%UnchangedHolders
Q2 202135,299$4.83M3.0%−709−2.0%ReducedHolders
Q1 202136,008$4.40M2.8%––Holders

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