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Cherrydale Wealth Management, LLC

SEC CIK
0001907327
Latest filing
Jul 13, 2026

AAPL holding history

Apple Inc. in every 13F filed by Cherrydale 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 overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
14,041
Value
$4.06M
% of portfolio
1.1%
Quarters held
19
Since Q4 2021
Holdings of AAPL by Cherrydale Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,041$4.06M1.1%−187−1.3%ReducedHolders
Q1 202614,228$3.61M1.1%−1,346−8.6%ReducedHolders
Q4 202515,574$4.23M1.3%−358−2.2%ReducedHolders
Q3 202515,932$4.06M1.3%+1,269+8.7%AddedHolders
Q2 202514,663$3.01M1.0%−884−5.7%ReducedHolders
Q1 202515,547$3.45M1.4%+2,378+18.1%AddedHolders
Q4 202413,169$3.30M1.3%+745+6.0%AddedHolders
Q3 202412,424$2.89M1.2%+81+0.7%AddedHolders
Q2 202412,343$2.60M1.1%+2,658+27.4%AddedHolders
Q1 20249,685$1.66M0.8%+675+7.5%AddedHolders
Q4 20239,010$1.73M0.9%−12,584−58.3%ReducedHolders
Q3 202321,594$3.70M2.2%+293+1.4%AddedHolders
Q2 202321,301$4.13M2.9%+433+2.1%AddedHolders
Q1 202320,868$3.44M2.6%−13,132−38.6%ReducedHolders
Q4 202234,000$4.42M3.7%+427+1.3%AddedHolders
Q3 202233,573$4.64M4.3%+630+1.9%AddedHolders
Q2 202232,943$4.50M4.1%−252−0.8%ReducedHolders
Q1 202233,195$5.80M4.3%+530+1.6%AddedHolders
Q4 202132,665$5.80M4.3%–No prior filingHolders