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Great Waters Wealth Management

SEC CIK
0001964535
Latest filing
Jul 8, 2026

AAPL holding history

Apple Inc. in every 13F filed by Great Waters Wealth Management, 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)
30,795
Value
$8.91M
% of portfolio
0.8%
Quarters held
15
Since Q4 2022
Holdings of AAPL by Great Waters Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,795$8.91M0.8%+943+3.2%AddedHolders
Q1 202629,852$7.58M0.8%−67−0.2%ReducedHolders
Q4 202529,919$8.13M0.9%−72−0.2%ReducedHolders
Q3 202529,991$7.64M0.9%−1,106−3.6%ReducedHolders
Q2 202531,097$6.38M0.8%−292−0.9%ReducedHolders
Q1 202531,389$6.97M1.0%−5,886−15.8%ReducedHolders
Q4 202437,275$9.33M1.2%+686+1.9%AddedHolders
Q3 202436,589$8.53M1.1%−2,197−5.7%ReducedHolders
Q2 202438,786$8.17M1.2%+2,695+7.5%AddedHolders
Q1 202436,091$6.19M1.0%−21−0.1%ReducedHolders
Q4 202336,112$6.65M1.2%+170.0%AddedHolders
Q3 202336,095$6.41M1.3%−87−0.2%ReducedHolders
Q2 202336,182$7.02M1.4%−377−1.0%ReducedHolders
Q1 202336,559$6.03M1.3%+373+1.0%AddedHolders
Q4 202236,186$5.13M1.1%–No prior filingHolders