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Livermore
Livermore
ZHEN

Cornerstone Wealth Advisors, Inc.

SEC CIK
0001862176
Latest filing
Jul 17, 2026

AAPL holding history

Apple Inc. in every 13F filed by Cornerstone Wealth Advisors, Inc., 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)
5,574
Value
$1.61M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Cornerstone Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,574$1.61M0.3%+149+2.7%AddedHolders
Q1 20265,425$1.38M0.3%−1,259−18.8%ReducedHolders
Q4 20256,684$1.82M0.4%−155−2.3%ReducedHolders
Q3 20256,839$1.74M0.4%+265+4.0%AddedHolders
Q2 20256,574$1.35M0.3%−2,703−29.1%ReducedHolders
Q1 20259,277$2.06M0.6%−90−1.0%ReducedHolders
Q4 20249,367$2.35M0.6%+40.0%AddedHolders
Q3 20249,363$2.18M0.6%+505+5.7%AddedHolders
Q2 20248,858$1.87M0.6%−202−2.2%ReducedHolders
Q1 20249,060$1.55M0.5%00.0%UnchangedHolders
Q4 20239,060$1.74M0.6%00.0%UnchangedHolders
Q3 20239,060$1.55M0.5%+111+1.2%AddedHolders
Q2 20238,949$1.74M0.6%+4,388+96.2%AddedHolders
Q1 20234,561$752.1K0.3%+200+4.6%AddedHolders
Q4 20224,361$566.6K0.2%00.0%UnchangedHolders
Q3 20224,361$603.0K0.2%00.0%UnchangedHolders
Q2 20224,361$596.0K0.2%00.0%UnchangedHolders
Q1 20224,361$761.0K0.3%−163−3.6%ReducedHolders
Q4 20214,524$803.0K0.3%+566+14.3%AddedHolders
Q3 20213,958$560.0K0.2%−100−2.5%ReducedHolders
Q2 20214,058$557.0K0.2%00.0%UnchangedHolders
Q1 20214,058$496.0K0.2%––Holders

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