Skip to main content

Straight Path Wealth Management

SEC CIK
0001902506
Latest filing
Jul 27, 2026

AAPL holding history

Apple Inc. in every 13F filed by Straight Path Wealth Management, 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)
3,830
Value
$1.11M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of AAPL by Straight Path Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,830$1.11M0.3%−50−1.3%ReducedHolders
Q1 20263,880$984.7K0.3%+178+4.8%AddedHolders
Q4 20253,702$1.01M0.3%+130+3.6%AddedHolders
Q3 20253,572$909.5K0.3%+88+2.5%AddedHolders
Q2 20253,484$714.8K0.2%+19+0.5%AddedHolders
Q1 20253,465$769.7K0.3%−736−17.5%ReducedHolders
Q4 20244,201$1.05M0.4%−9−0.2%ReducedHolders
Q3 20244,210$980.9K0.4%+28+0.7%AddedHolders
Q2 20244,182$880.8K0.5%−220−5.0%ReducedHolders
Q1 20244,402$754.9K0.4%+68+1.6%AddedHolders
Q4 20234,334$834.4K0.5%−484−10.0%ReducedHolders
Q3 20234,818$824.9K0.6%+587+13.9%AddedHolders
Q2 20234,231$820.7K0.6%+220+5.5%AddedHolders
Q1 20234,011$661.4K0.5%+41+1.0%AddedHolders
Q4 20223,970$515.8K0.5%+2,200+124.3%AddedHolders
Q3 20221,770$245.0K0.2%+270+18.0%AddedHolders
Q2 20221,500$205.0K0.2%00.0%UnchangedHolders
Q1 20221,500$262.0K0.2%00.0%UnchangedHolders
Q4 20211,500$266.0K0.2%–No prior filingHolders