KWB Wealth

SEC CIK: 0001822236
Latest filing: Jul 10, 2026

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AAPL holding history

Apple Inc. in every 13F filed by KWB Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 16,563
Value: $4.79M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by KWB Wealth, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,563	$4.79M	0.4%	+660+4.2%	Added	Holders
Q1 2026	15,903	$4.32M	0.4%	−857−5.1%	Reduced	Holders
Q4 2025	16,760	$4.56M	0.4%	+610+3.8%	Added	Holders
Q3 2025	16,150	$3.31M	0.4%	−683−4.1%	Reduced	Holders
Q2 2025	16,833	$3.74M	0.5%	−601−3.4%	Reduced	Holders
Q1 2025	17,434	$4.37M	0.5%	+325+1.9%	Added	Holders
Q4 2024	17,109	$3.99M	0.5%	+603+3.7%	Added	Holders
Q3 2024	16,506	$3.48M	0.5%	−1,326−7.4%	Reduced	Holders
Q2 2024	17,832	$3.06M	0.4%	−62−0.3%	Reduced	Holders
Q1 2024	17,894	$3.07M	0.4%	−520−2.8%	Reduced	Holders
Q4 2023	18,414	$3.55M	0.5%	+4,576+33.1%	Added	Holders
Q3 2023	13,838	$2.68M	0.4%	00.0%	Unchanged	Holders
Q2 2023	13,838	$2.68M	0.4%	+217+1.6%	Added	Holders
Q1 2023	13,621	$1.77M	0.3%	+1,977+17.0%	Added	Holders
Q4 2022	11,644	$1.51M	0.3%	−2,529−17.8%	Reduced	Holders
Q3 2022	14,173	$1.96M	0.4%	−98−0.7%	Reduced	Holders
Q2 2022	14,271	$1.95M	0.4%	+174+1.2%	Added	Holders
Q1 2022	14,097	$2.50M	0.4%	00.0%	Unchanged	Holders
Q4 2021	14,097	$2.50M	0.4%	+21+0.1%	Added	Holders
Q3 2021	14,076	$1.99M	0.4%	−334−2.3%	Reduced	Holders
Q2 2021	14,410	$1.76M	0.3%	00.0%	Unchanged	Holders
Q1 2021	14,410	$1.76M	0.3%	–	–	Holders

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