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Sonoma Private Wealth LLC

SEC CIK
0001965757
Latest filing
Aug 14, 2026

AAPL holding history

Apple Inc. in every 13F filed by Sonoma 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)
12,599
Value
$3.65M
% of portfolio
3.9%
Quarters held
15
Since Q4 2022
Holdings of AAPL by Sonoma Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,599$3.65M3.9%−313−2.4%ReducedHolders
Q1 202612,912$3.28M4.0%−145−1.1%ReducedHolders
Q4 202513,057$3.55M4.3%−450−3.3%ReducedHolders
Q3 202513,507$3.44M4.1%−14−0.1%ReducedHolders
Q2 202513,521$2.77M3.4%−59−0.4%ReducedHolders
Q1 202513,580$3.02M4.2%+7,623+128.0%AddedHolders
Q4 20245,957$1.49M2.4%+417+7.5%AddedHolders
Q3 20245,540$1.29M2.0%−125−2.2%ReducedHolders
Q2 20245,665$1.19M1.9%−24−0.4%ReducedHolders
Q1 20245,689$975.5K1.6%−1,125−16.5%ReducedHolders
Q4 20236,814$1.31M2.2%−125−1.8%ReducedHolders
Q3 20236,939$1.19M2.2%+76+1.1%AddedHolders
Q2 20236,863$1.33M2.3%−126−1.8%ReducedHolders
Q1 20236,989$1.15M2.3%+2,156+44.6%AddedHolders
Q4 20224,833$628.0K1.4%–No prior filingHolders