SEC 13F Intelligence

Ameriserv Wealth Advisors / AAPL

Ameriserv Wealth Advisors’s Apple Inc Position

Does Ameriserv Wealth Advisors own Apple Inc (AAPL)? Yes — 8.8K shares worth $2M (+1.43% of its 13F portfolio) as of Q1 2026, down from 9.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
8.8K
% of Portfolio
+1.43%
Quarters Held
22
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’20: $6MQ1 ’21: $6MQ2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $7MQ1 ’22: $7MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $2MQ3 ’23Q4 ’24: $3MQ1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.8K$2M+1.43%
Q4 20259.0K$2M+1.41%
Q3 20259.3K$2M+1.20%
Q2 202510.5K$2M+1.06%
Q1 202510.8K$2M+1.38%
Q4 202413.0K$3M+1.75%
Q3 202313.0K$2M+4.10%
Q2 202313.2K$3M+4.86%
Q1 202313.4K$2M+5.06%
Q4 202213.7K$2M+3.54%
Q3 202214.7K$2M+4.48%
Q2 202214.7K$2M+4.74%
Q1 202238.4K$7M+4.90%
Q4 202138.7K$7M+4.71%
Q3 202138.8K$5M+4.23%
Q2 202139.9K$5M+4.26%
Q1 202146.7K$6M+4.89%
Q4 202046.2K$6M+6.02%
Q3 20197.6K$2M+2.32%
Q2 20197.6K$2M+1.96%
Q1 20198.6K$2M+3.40%
Q4 20188.6K$1M+3.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ameriserv Wealth Advisors’s full portfolio or all institutional holders of AAPL.