Tradition Wealth Management, LLC

SEC CIK: 0001843010
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Tradition 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): 124,953
Value: $36.2M
% of portfolio: 2.2%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Tradition Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	124,953	$36.2M	2.2%	+215+0.2%	Added	Holders
Q1 2026	124,738	$31.7M	2.3%	+2,806+2.3%	Added	Holders
Q4 2025	121,932	$33.1M	2.4%	+724+0.6%	Added	Holders
Q3 2025	121,208	$30.9M	2.3%	−808−0.7%	Reduced	Holders
Q2 2025	122,016	$25.0M	2.0%	−1,655−1.3%	Reduced	Holders
Q1 2025	123,671	$27.5M	2.4%	+2,230+1.8%	Added	Holders
Q4 2024	121,441	$30.4M	2.7%	−3,032−2.4%	Reduced	Holders
Q3 2024	124,473	$29.0M	2.6%	−2,089−1.7%	Reduced	Holders
Q2 2024	126,562	$26.7M	2.6%	−174−0.1%	Reduced	Holders
Q1 2024	126,736	$21.7M	2.2%	+1,739+1.4%	Added	Holders
Q4 2023	124,997	$24.1M	2.5%	−361−0.3%	Reduced	Holders
Q3 2023	125,358	$21.5M	2.6%	−1,896−1.5%	Reduced	Holders
Q2 2023	127,254	$24.7M	2.9%	+2,873+2.3%	Added	Holders
Q1 2023	124,381	$20.5M	2.6%	+34,329+38.1%	Added	Holders
Q4 2022	90,052	$11.7M	1.7%	−1,586−1.7%	Reduced	Holders
Q3 2022	91,638	$12.7M	1.9%	+2,790+3.1%	Added	Holders
Q2 2022	88,848	$12.1M	1.8%	−2,450−2.7%	Reduced	Holders
Q1 2022	91,298	$15.9M	2.0%	+53+0.1%	Added	Holders
Q4 2021	91,245	$16.2M	2.0%	+468+0.5%	Added	Holders
Q3 2021	90,777	$12.8M	1.8%	−136−0.1%	Reduced	Holders
Q2 2021	90,913	$12.5M	1.9%	+2,242+2.5%	Added	Holders
Q1 2021	88,671	$10.8M	1.9%	–	–	Holders

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