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Livermore
Livermore
ZHEN

Clientfirst Wealth Management, LLC

SEC CIK
0001915494
Latest filing
Jul 30, 2026

AAPL holding history

Apple Inc. in every 13F filed by Clientfirst 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)
15,002
Value
$4.34M
% of portfolio
3.6%
Quarters held
15
Since Q4 2021
Holdings of AAPL by Clientfirst Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,002$4.34M3.6%00.0%UnchangedHolders
Q1 202615,002$3.81M3.2%+600+4.2%AddedHolders
Q4 202514,402$3.92M3.1%00.0%UnchangedHolders
Q3 202514,402$3.67M2.9%00.0%UnchangedHolders
Q2 202514,402$2.95M3.0%+130+0.9%AddedHolders
Q1 202514,272$3.17M3.6%00.0%UnchangedHolders
Q4 202414,272$3.57M3.6%–No prior filingHolders
Q4 2023––––Not filedHolders
Q3 202314,572$2.61M3.2%00.0%UnchangedHolders
Q2 202314,572$2.78M3.3%00.0%UnchangedHolders
Q1 202314,572$2.33M3.1%−560−3.7%ReducedHolders
Q4 202215,132$1.97M2.5%00.0%UnchangedHolders
Q3 202215,132$2.22M2.8%00.0%UnchangedHolders
Q2 202215,132$2.07M3.1%00.0%UnchangedHolders
Q1 202215,132$2.64M2.4%00.0%UnchangedHolders
Q4 202115,132$2.66M2.4%–No prior filingHolders