SEC 13F Intelligence

Wealthtrust Axiom LLC / AAPL

Wealthtrust Axiom LLC’s Apple Inc Position

Does Wealthtrust Axiom LLC own Apple Inc (AAPL)? Yes — 78.2K shares worth $20M (+4.88% of its 13F portfolio) as of Q1 2026, down from 78.6K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
78.2K
% of Portfolio
+4.88%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $8MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $11MQ4 ’20: $12MQ4 ’20Q1 ’21: $11MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $16MQ4 ’21Q1 ’22: $16MQ2 ’22: $13MQ3 ’22: $13MQ4 ’22: $12MQ4 ’22Q1 ’23: $15MQ2 ’23: $18MQ3 ’23: $12MQ4 ’23: $16MQ4 ’23Q1 ’24: $13MQ2 ’24: $16MQ3 ’24: $19MQ4 ’24: $20MQ4 ’24Q1 ’25: $18MQ2 ’25: $16MQ3 ’25: $20MQ4 ’25: $21MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.2K$20M+4.88%
Q4 202578.6K$21M+5.50%
Q3 202579.2K$20M+5.40%
Q2 202579.1K$16M+4.77%
Q1 202578.8K$18M+5.33%
Q4 202479.9K$20M+5.96%
Q3 202480.5K$19M+5.55%
Q2 202477.0K$16M+5.37%
Q1 202477.0K$13M+4.25%
Q4 202382.8K$16M+5.33%
Q3 202368.1K$12M+4.19%
Q2 202392.6K$18M+5.96%
Q1 202392.7K$15M+5.21%
Q4 202292.0K$12M+4.17%
Q3 202291.7K$13M+4.83%
Q2 202291.6K$13M+4.46%
Q1 202291.5K$16M+4.99%
Q4 202191.9K$16M+5.21%
Q3 202192.7K$13M+4.44%
Q2 202194.1K$13M+4.13%
Q1 202194.1K$11M+3.89%
Q4 202093.9K$12M+4.52%
Q3 202096.6K$11M+4.82%
Q2 202024.9K$9M+3.99%
Q1 202026.1K$7M+3.26%
Q4 201927.3K$8M+2.68%
Q3 201928.3K$6M+2.24%
Q2 201928.4K$6M+1.95%
Q1 201930.0K$6M+2.03%
Q4 201830.0K$5M+1.94%

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