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Precedent Wealth Partners, LLC

SEC CIK
0002008666
Latest filing
Jul 21, 2026

AAPL holding history

Apple Inc. in every 13F filed by Precedent Wealth Partners, 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)
26,831
Value
$7.76M
% of portfolio
1.3%
Quarters held
11
Since Q4 2023
Holdings of AAPL by Precedent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,831$7.76M1.3%+3,058+12.9%AddedHolders
Q1 202623,773$6.03M1.2%+313+1.3%AddedHolders
Q4 202523,460$6.38M1.3%+652+2.9%AddedHolders
Q3 202522,808$5.81M1.3%+29+0.1%AddedHolders
Q2 202522,779$4.67M1.1%+1,054+4.9%AddedHolders
Q1 202521,725$4.83M1.3%+1,185+5.8%AddedHolders
Q4 202420,540$5.14M1.7%+366+1.8%AddedHolders
Q3 202420,174$4.70M1.6%+1,725+9.4%AddedHolders
Q2 202418,449$3.89M1.6%+3,076+20.0%AddedHolders
Q1 202415,373$2.64M1.1%−300−1.9%ReducedHolders
Q4 202315,673$3.02M1.5%–No prior filingHolders