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Ledgewood Wealth Advisors, LLC

SEC CIK
0002064043
Latest filing
Jul 8, 2026

AAPL holding history

Apple Inc. in every 13F filed by Ledgewood Wealth Advisors, 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)
17,490
Value
$5.06M
% of portfolio
2.7%
Quarters held
11
Since Q4 2023
Holdings of AAPL by Ledgewood Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,490$5.06M2.7%+107+0.6%AddedHolders
Q1 202617,383$4.41M2.5%−325−1.8%ReducedHolders
Q4 202517,708$4.81M2.8%−63−0.4%ReducedHolders
Q3 202517,771$4.53M2.7%−595−3.2%ReducedHolders
Q2 202518,366$3.77M2.4%−600−3.2%ReducedHolders
Q1 202518,966$4.21M2.7%−28−0.1%ReducedHolders
Q4 202418,994$4.76M3.1%−150−0.8%ReducedHolders
Q3 202419,144$4.46M3.0%+3,301+20.8%AddedHolders
Q2 202415,843$3.34M2.9%+10.0%AddedHolders
Q1 202415,842$2.72M2.5%−1,895−10.7%ReducedHolders
Q4 202317,737$3.41M3.2%–No prior filingHolders