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Livermore
Livermore
ZHEN

Laurel Wealth Planning LLC

SEC CIK
0001842010
Latest filing
Jul 30, 2026

AAPL holding history

Apple Inc. in every 13F filed by Laurel Wealth Planning 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)
4,442
Value
$1.29M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Laurel Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,442$1.29M0.6%−754−14.5%ReducedHolders
Q1 20265,196$1.32M0.7%+1,497+40.5%AddedHolders
Q4 20253,699$1.01M0.6%+1,314+55.1%AddedHolders
Q3 20252,385$607.3K0.3%−100−4.0%ReducedHolders
Q2 20252,485$509.8K0.3%−28−1.1%ReducedHolders
Q1 20252,513$558.2K0.4%00.0%UnchangedHolders
Q4 20242,513$629.0K0.4%−168−6.3%ReducedHolders
Q3 20242,681$625.0K0.4%−1,200−30.9%ReducedHolders
Q2 20243,881$817.0K0.6%−111−2.8%ReducedHolders
Q1 20243,992$685.0K0.5%−150−3.6%ReducedHolders
Q4 20234,142$797.0K0.6%+25+0.6%AddedHolders
Q3 20234,117$705.0K0.5%00.0%UnchangedHolders
Q2 20234,117$799.0K0.6%−512−11.1%ReducedHolders
Q1 20234,629$763.0K0.5%00.0%UnchangedHolders
Q4 20224,629$601.4K0.4%−150−3.1%ReducedHolders
Q3 20224,779$660.0K0.5%−727−13.2%ReducedHolders
Q2 20225,506$753.0K0.5%+25+0.5%AddedHolders
Q1 20225,481$957.0K0.6%+1,600+41.2%AddedHolders
Q4 20213,881$689.0K0.5%00.0%UnchangedHolders
Q3 20213,881$549.0K0.4%+1,931+99.0%AddedHolders
Q2 20211,950$267.0K0.2%00.0%UnchangedHolders
Q1 20211,950$238.0K0.2%––Holders

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