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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

AAPL holding history

Apple Inc. in every 13F filed by Beverly Hills Private Wealth, 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)
79,542
Value
$23.0M
% of portfolio
4.4%
Quarters held
15
Since Q4 2022
Holdings of AAPL by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202679,542$23.0M4.4%−20,702−20.7%ReducedHolders
Q1 2026100,244$25.4M4.2%+984+1.0%AddedHolders
Q4 202599,260$27.0M4.6%−2,575−2.5%ReducedHolders
Q3 2025101,835$25.9M4.6%−4,778−4.5%ReducedHolders
Q2 2025106,613$21.9M4.1%−6,946−6.1%ReducedHolders
Q1 2025113,559$25.2M5.0%−1,788−1.6%ReducedHolders
Q4 2024115,347$28.9M5.8%+331+0.3%AddedHolders
Q3 2024115,016$26.8M5.4%−1,609−1.4%ReducedHolders
Q2 2024116,625$24.6M5.3%−970−0.8%ReducedHolders
Q1 2024117,595$20.2M4.7%−6,219−5.0%ReducedHolders
Q4 2023123,814$23.8M6.2%−523−0.4%ReducedHolders
Q3 2023124,337$21.3M6.3%−67,837−35.3%ReducedHolders
Q2 2023192,174$35.0M5.7%+73,941+62.5%AddedHolders
Q1 2023118,233$19.5M6.0%+32,281+37.6%AddedHolders
Q4 202285,952$11.2M4.9%–No prior filingHolders