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Livermore
Livermore
ZHEN

Waterford Advisors, LLC

SEC CIK
0001960657
Latest filing
Aug 14, 2026

AAPL holding history

Apple Inc. in every 13F filed by Waterford Advisors, 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)
8,679
Value
$2.51M
% of portfolio
0.7%
Quarters held
15
Since Q4 2022
Holdings of AAPL by Waterford Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,679$2.51M0.7%+294+3.5%AddedHolders
Q1 20268,385$2.07M0.7%−90−1.1%ReducedHolders
Q4 20258,475$2.30M0.9%+132+1.6%AddedHolders
Q3 20258,343$2.12M0.7%−268,148−97.0%ReducedHolders
Q2 2025276,491$1.71M0.6%+268,175+3,224.8%AddedHolders
Q1 20258,316$1.85M0.8%−51−0.6%ReducedHolders
Q4 20248,367$2.10M1.1%−30.0%ReducedHolders
Q3 20248,370$1.95M1.0%−10.0%ReducedHolders
Q2 20248,371$1.76M0.7%+22+0.3%AddedHolders
Q1 20248,349$1.43M0.6%−96−1.1%ReducedHolders
Q4 20238,445$1.63M0.8%00.0%UnchangedHolders
Q3 20238,445$1.45M0.8%+100+1.2%AddedHolders
Q2 20238,345$1.62M0.8%−50−0.6%ReducedHolders
Q1 20238,395$1.38M0.7%−266−3.1%ReducedHolders
Q4 20228,661$1.13M0.7%–No prior filingHolders