Jeppson Wealth Management, LLC

SEC CIK: 0001831263
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Jeppson 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 overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 94,969
Value: $27.5M
% of portfolio: 8.1%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Jeppson Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	94,969	$27.5M	8.1%	−1,360−1.4%	Reduced	Holders
Q1 2026	96,329	$24.4M	7.7%	−262−0.3%	Reduced	Holders
Q4 2025	96,591	$26.3M	8.3%	−718−0.7%	Reduced	Holders
Q3 2025	97,309	$24.8M	7.9%	−849−0.9%	Reduced	Holders
Q2 2025	98,158	$20.1M	7.0%	−650−0.7%	Reduced	Holders
Q1 2025	98,808	$21.9M	8.0%	−480−0.5%	Reduced	Holders
Q4 2024	99,288	$24.9M	9.0%	−593−0.6%	Reduced	Holders
Q3 2024	99,881	$23.3M	8.3%	−404−0.4%	Reduced	Holders
Q2 2024	100,285	$21.1M	8.1%	−316−0.3%	Reduced	Holders
Q1 2024	100,601	$17.3M	6.7%	−744−0.7%	Reduced	Holders
Q4 2023	101,345	$19.5M	8.1%	−631−0.6%	Reduced	Holders
Q3 2023	101,976	$17.5M	8.0%	−3,274−3.1%	Reduced	Holders
Q2 2023	105,250	$20.4M	8.9%	−2,455−2.3%	Reduced	Holders
Q1 2023	107,705	$17.8M	7.7%	−3,027−2.7%	Reduced	Holders
Q4 2022	110,732	$14.4M	6.1%	+259+0.2%	Added	Holders
Q3 2022	110,473	$15.3M	6.9%	−624−0.6%	Reduced	Holders
Q2 2022	111,097	$15.2M	6.5%	+11,021+11.0%	Added	Holders
Q1 2022	100,076	$17.5M	8.2%	−154−0.2%	Reduced	Holders
Q4 2021	100,230	$17.8M	8.6%	−1,658−1.6%	Reduced	Holders
Q3 2021	101,888	$14.4M	7.5%	−136−0.1%	Reduced	Holders
Q2 2021	102,024	$14.0M	7.6%	−1,016−1.0%	Reduced	Holders
Q1 2021	103,040	$12.6M	7.5%	–	–	Holders

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