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Axim Planning & Wealth

SEC CIK
0001950607
Latest filing
Aug 13, 2026

AAPL holding history

Apple Inc. in every 13F filed by Axim Planning & Wealth, 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)
1,760
Value
$509.3K
% of portfolio
0.7%
Quarters held
10
Since Q2 2022
Holdings of AAPL by Axim Planning & Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,760$509.3K0.7%−49−2.7%ReducedHolders
Q1 20261,809$459.1K0.6%−527−22.6%ReducedHolders
Q4 20252,336$635.1K0.7%+2,336NewHolders
Q1 20250$00.0%−1,000−100.0%Sold outHolders
Q4 20241,000$250.4K0.3%−87−8.0%ReducedHolders
Q3 20241,087$253.3K0.3%+121+12.5%AddedHolders
Q2 2024966$203.5K0.2%−296−23.5%ReducedHolders
Q1 20241,262$216.4K0.2%+56+4.6%AddedHolders
Q4 20231,206$232.2K0.2%+1,206NewHolders
Q4 20220$00.0%−613−100.0%Sold outHolders
Q3 2022613$85.0K0.1%+200+48.4%AddedHolders
Q2 2022413$56.0K<0.1%–No prior filingHolders