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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

AAPL holding history

Apple Inc. in every 13F filed by BKM 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)
45,360
Value
$13.1M
% of portfolio
4.6%
Quarters held
11
Since Q4 2023
Holdings of AAPL by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,360$13.1M4.6%−964−2.1%ReducedHolders
Q1 202646,324$11.8M4.3%+1,305+2.9%AddedHolders
Q4 202545,019$12.2M4.5%−1,834−3.9%ReducedHolders
Q3 202546,853$11.9M4.4%−3,484−6.9%ReducedHolders
Q2 202550,337$10.3M4.0%−862−1.7%ReducedHolders
Q1 202551,199$11.4M4.7%+1,310+2.6%AddedHolders
Q4 202449,889$12.5M5.1%+4,473+9.8%AddedHolders
Q3 202445,416$10.6M4.3%+22,502+98.2%AddedHolders
Q2 202422,914$4.83M2.3%−22,092−49.1%ReducedHolders
Q1 202445,006$7.72M3.3%+1,143+2.6%AddedHolders
Q4 202343,863$8.45M3.6%–No prior filingHolders