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Willner & Heller, LLC

SEC CIK
0001927796
Latest filing
Jul 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by Willner & Heller, 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)
18,794
Value
$5.44M
% of portfolio
3.4%
Quarters held
16
Since Q4 2021
Holdings of AAPL by Willner & Heller, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,794$5.44M3.4%−518−2.7%ReducedHolders
Q1 202619,312$4.90M3.7%+10+0.1%AddedHolders
Q4 202519,302$5.25M3.8%−127−0.7%ReducedHolders
Q3 202519,429$4.95M3.8%−319−1.6%ReducedHolders
Q2 202519,748$4.05M3.4%−328−1.6%ReducedHolders
Q1 202520,076$4.46M4.1%+319+1.6%AddedHolders
Q4 202419,757$4.95M4.3%−347−1.7%ReducedHolders
Q3 202420,104$4.68M4.2%−42−0.2%ReducedHolders
Q2 202420,146$4.24M4.1%−215−1.1%ReducedHolders
Q1 202420,361$3.49M3.5%−318−1.5%ReducedHolders
Q4 202320,679$3.98M4.4%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202221,488$2.79M4.0%−474−2.2%ReducedHolders
Q3 202221,962$3.04M4.9%−161−0.7%ReducedHolders
Q2 202222,123$3.02M4.7%+100.0%AddedHolders
Q1 202222,113$3.93M4.8%−157−0.7%ReducedHolders
Q4 202122,270$3.15M4.2%–No prior filingHolders