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Perfromance Wealth Partners, LLC

SEC CIK
0001908765
Latest filing
Aug 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by Perfromance Wealth Partners, 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)
3,933,000
Value
$1.14B
% of portfolio
28.3%
Quarters held
19
Since Q4 2021
Holdings of AAPL by Perfromance Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,933,000$1.14B28.3%+8,388+0.2%AddedHolders
Q1 20263,924,612$996.0M28.9%−33,667−0.9%ReducedHolders
Q4 20253,958,279$1.08B29.2%−83,254−2.1%ReducedHolders
Q3 20254,041,533$1.03B28.7%−24,653−0.6%ReducedHolders
Q2 20254,066,186$834.3M26.7%−38,644−0.9%ReducedHolders
Q1 20254,104,830$911.8M32.6%−43,770−1.1%ReducedHolders
Q4 20244,148,600$1.04B33.4%−11,587−0.3%ReducedHolders
Q3 20244,160,187$969.3M33.4%+38,892+0.9%AddedHolders
Q2 20244,121,295$868.0M32.0%+24,955+0.6%AddedHolders
Q1 20244,096,340$702.4M29.5%+3,255+0.1%AddedHolders
Q4 20234,093,085$788.0M34.6%+1,1060.0%AddedHolders
Q3 20234,091,979$700.6M34.1%−21,367−0.5%ReducedHolders
Q2 20234,113,346$787.0M36.2%−27,573−0.7%ReducedHolders
Q1 20234,140,919$682.8M35.0%+6120.0%AddedHolders
Q4 20224,140,307$538.0M32.4%−73,823−1.8%ReducedHolders
Q3 20224,214,130$582.4M33.7%+5,662+0.1%AddedHolders
Q2 20224,208,468$575.4M32.3%−44,050−1.0%ReducedHolders
Q1 20224,252,518$742.5M32.4%−3,947−0.1%ReducedHolders
Q4 20214,256,465$755.8M30.5%–No prior filingHolders