Skip to main content
Livermore
Livermore
ZHEN

Martel Wealth Advisors Inc

SEC CIK
0002039437
Latest filing
Jul 13, 2026

AAPL holding history

Apple Inc. in every 13F filed by Martel Wealth Advisors 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)
2,209
Value
$639.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Martel Wealth Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,209$639.1K0.1%+50+2.3%AddedHolders
Q1 20262,159$547.9K0.1%00.0%UnchangedHolders
Q4 20252,159$586.8K0.1%+150+7.5%AddedHolders
Q3 20252,009$511.4K0.1%−734−26.8%ReducedHolders
Q2 20252,743$562.7K0.1%+10.0%AddedHolders
Q1 20252,742$609.2K0.1%00.0%UnchangedHolders
Q4 20242,742$686.7K0.1%−84−3.0%ReducedHolders
Q3 20242,826$641.0K0.1%−283−9.1%ReducedHolders
Q2 20243,109$654.8K0.1%−199−6.0%ReducedHolders
Q1 20243,308$567.2K0.1%−31−0.9%ReducedHolders
Q4 20233,339$642.9K0.1%+517+18.3%AddedHolders
Q3 20232,822$483.1K0.1%+795+39.2%AddedHolders
Q2 20232,027$393.2K0.1%+120+6.3%AddedHolders
Q1 20231,907$314.4K0.1%−377−16.5%ReducedHolders
Q4 20222,284$296.8K0.1%00.0%UnchangedHolders
Q3 20222,284$315.7K0.1%00.0%UnchangedHolders
Q2 20222,284$312.3K0.1%+60+2.7%AddedHolders
Q1 20222,224$388.3K0.1%+69+3.2%AddedHolders
Q4 20212,155$382.6K0.1%−125−5.5%ReducedHolders
Q3 20212,280$322.7K0.1%00.0%UnchangedHolders
Q2 20212,280$312.2K0.1%−78−3.3%ReducedHolders
Q1 20212,358$288.0K0.1%––Holders

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