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Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

AAPL holding history

Apple Inc. in every 13F filed by Forza 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)
13,156
Value
$3.81M
% of portfolio
1.2%
Quarters held
15
Since Q4 2022
Holdings of AAPL by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,156$3.81M1.2%−722−5.2%ReducedHolders
Q1 202613,878$3.52M1.2%+679+5.1%AddedHolders
Q4 202513,199$3.59M1.3%−94−0.7%ReducedHolders
Q3 202513,293$3.38M1.3%+687+5.4%AddedHolders
Q2 202512,606$2.59M1.1%−279−2.2%ReducedHolders
Q1 202512,885$2.86M1.3%−380−2.9%ReducedHolders
Q4 202413,265$3.32M1.5%−293−2.2%ReducedHolders
Q3 202413,558$3.16M1.4%+298+2.2%AddedHolders
Q2 202413,260$2.79M1.4%−393−2.9%ReducedHolders
Q1 202413,653$2.34M1.2%−400−2.8%ReducedHolders
Q4 202314,053$2.71M1.5%−1,107−7.3%ReducedHolders
Q3 202315,160$2.60M1.3%−625−4.0%ReducedHolders
Q2 202315,785$3.06M1.5%−251−1.6%ReducedHolders
Q1 202316,036$2.64M1.4%+10+0.1%AddedHolders
Q4 202216,026$2.08M1.4%–No prior filingHolders