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Financial Perspectives, Inc

SEC CIK
0002003287
Latest filing
Jul 24, 2026

AAPL holding history

Apple Inc. in every 13F filed by Financial Perspectives, Inc, 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)
64,612
Value
$18.7M
% of portfolio
4.6%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Financial Perspectives, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202664,612$18.7M4.6%−918−1.4%ReducedHolders
Q1 202665,530$16.6M4.6%+1,640+2.6%AddedHolders
Q4 202563,890$17.4M4.7%−78−0.1%ReducedHolders
Q3 202563,968$16.3M4.5%−1,074−1.7%ReducedHolders
Q2 202565,042$13.3M4.0%+1,335+2.1%AddedHolders
Q1 202563,707$14.2M4.8%−936−1.4%ReducedHolders
Q4 202464,643$16.2M5.4%+536+0.8%AddedHolders
Q3 202464,107$14.9M5.2%+329+0.5%AddedHolders
Q2 202463,778$13.4M5.0%−445−0.7%ReducedHolders
Q1 202464,223$11.0M4.2%−1,205−1.8%ReducedHolders
Q4 202365,428$12.6M5.1%−56−0.1%ReducedHolders
Q3 202365,484$11.2M5.1%−117−0.2%ReducedHolders
Q2 202365,601$12.7M5.6%+494+0.8%AddedHolders
Q1 202365,107$10.7M5.1%+460+0.7%AddedHolders
Q4 202264,647$8.40M4.3%−97−0.1%ReducedHolders
Q3 202264,744$8.95M5.0%+1,281+2.0%AddedHolders
Q2 202263,463$8.68M4.9%+130.0%AddedHolders
Q1 202263,450$11.1M5.2%+151+0.2%AddedHolders
Q4 202163,299$11.2M5.3%+130.0%AddedHolders
Q3 202163,286$8.96M4.5%+1,753+2.8%AddedHolders
Q2 202161,533$8.43M4.1%−7,447,337−99.2%ReducedHolders
Q1 20217,508,870$61.5K3.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.