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Johnson & White Wealth Management, LLC

SEC CIK
0001954136
Latest filing
Jul 16, 2026

AAPL holding history

Apple Inc. in every 13F filed by Johnson & White 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)
20,189
Value
$5.84M
% of portfolio
2.2%
Quarters held
14
Since Q3 2022
Holdings of AAPL by Johnson & White Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,189$5.84M2.2%+751+3.9%AddedHolders
Q1 202619,438$4.93M2.1%−1,045−5.1%ReducedHolders
Q4 202520,483$5.57M2.4%−435−2.1%ReducedHolders
Q3 202520,918$5.33M2.4%−30−0.1%ReducedHolders
Q2 202520,948$4.30M2.2%−101−0.5%ReducedHolders
Q1 202521,049$4.68M2.6%−16−0.1%ReducedHolders
Q4 202421,065$5.14M3.1%−142−0.7%ReducedHolders
Q3 202421,207$4.94M4.3%+154+0.7%AddedHolders
Q2 202421,053$4.43M4.2%+1,170+5.9%AddedHolders
Q1 202419,883$3.41M2.5%−10−0.1%ReducedHolders
Q4 202319,893$3.83M3.2%−98−0.5%ReducedHolders
Q3 202319,991$3.42M3.1%+19,991NewHolders
Q2 20230$00.0%−20,340−100.0%Sold outHolders
Q1 202320,340$3.35M3.0%+20,340NewHolders
Q4 20220$00.0%−19,734−100.0%Sold outHolders
Q3 202219,734$2.73M3.1%–No prior filingHolders