Morris Retirement Advisors, LLC

SEC CIK: 0001841816
Latest filing: Jul 8, 2026

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AAPL holding history

Apple Inc. in every 13F filed by Morris Retirement Advisors, 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): 14,993
Value: $4.34M
% of portfolio: 1.6%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Morris Retirement Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,993	$4.34M	1.6%	−2,729−15.4%	Reduced	Holders
Q1 2026	17,722	$4.50M	1.8%	+20.0%	Added	Holders
Q4 2025	17,720	$4.82M	2.0%	+782+4.6%	Added	Holders
Q3 2025	16,938	$4.31M	1.9%	−129−0.8%	Reduced	Holders
Q2 2025	17,067	$3.50M	1.6%	−477−2.7%	Reduced	Holders
Q1 2025	17,544	$3.90M	2.1%	−4,348−19.9%	Reduced	Holders
Q4 2024	21,892	$5.48M	2.9%	−727−3.2%	Reduced	Holders
Q3 2024	22,619	$5.27M	2.9%	+2,771+14.0%	Added	Holders
Q2 2024	19,848	$4.18M	2.4%	−3,263−14.1%	Reduced	Holders
Q1 2024	23,111	$3.96M	2.4%	−6,785−22.7%	Reduced	Holders
Q4 2023	29,896	$5.76M	3.8%	+7,948+36.2%	Added	Holders
Q3 2023	21,948	$3.76M	2.7%	+3,845+21.2%	Added	Holders
Q2 2023	18,103	$3.51M	2.4%	−863−4.6%	Reduced	Holders
Q1 2023	18,966	$3.13M	2.3%	−1,048−5.2%	Reduced	Holders
Q4 2022	20,014	$2.60M	2.0%	−618−3.0%	Reduced	Holders
Q3 2022	20,632	$2.90M	2.5%	+289+1.4%	Added	Holders
Q2 2022	20,343	$2.78M	2.4%	−339−1.6%	Reduced	Holders
Q1 2022	20,682	$3.61M	2.7%	−824−3.8%	Reduced	Holders
Q4 2021	21,506	$3.82M	3.0%	−73−0.3%	Reduced	Holders
Q3 2021	21,579	$3.05M	2.6%	+241+1.1%	Added	Holders
Q2 2021	21,338	$2.92M	2.5%	−575−2.6%	Reduced	Holders
Q1 2021	21,913	$2.68M	2.5%	–	–	Holders

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