SEC 13F Intelligence

B. Riley Wealth Advisors, Inc. / AAPL

B. Riley Wealth Advisors, Inc.’s Apple Inc Position

Does B. Riley Wealth Advisors, Inc. own Apple Inc (AAPL)? Yes — 223.2K shares worth $55M (+3.49% of its 13F portfolio) as of Q1 2026, down from 333.9K shares the prior filed quarter.

Position Value
$55M
Q1 2026
Shares
223.2K
% of Portfolio
+3.49%
Quarters Held
27
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $19MQ4 ’18Q1 ’19: $19MQ2 ’19: $19MQ3 ’19: $22MQ4 ’19: $29MQ4 ’19Q1 ’20: $30MQ2 ’20: $42MQ3 ’20: $54MQ4 ’20: $61MQ4 ’20Q1 ’21: $110MQ2 ’21: $107MQ3 ’21: $117MQ4 ’21: $154MQ4 ’21Q1 ’22: $141MQ2 ’22: $98MQ3 ’22: $141MQ4 ’22: $127MQ4 ’22Q1 ’23: $146MQ2 ’23: $266MQ4 ’23: $133MQ1 ’24: $133MQ1 ’24Q2 ’24: $198MQ4 ’24: $167MQ2 ’25: $78MQ3 ’25: $90MQ3 ’25Q4 ’25: $91MQ1 ’26: $55Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026223.2K$55M+3.49%
Q4 2025333.9K$91M+4.19%
Q3 2025351.8K$90M+4.14%
Q2 2025378.6K$78M+3.65%
Q4 2024667.5K$167M+5.48%
Q2 2024940.9K$198M+5.04%
Q1 2024778.0K$133M+3.60%
Q4 2023778.0K$133M+3.60%
Q2 20231.37M$266M+5.96%
Q1 2023886.6K$146M+3.90%
Q4 2022980.5K$127M+3.21%
Q3 20221.02M$141M+4.25%
Q2 2022716.0K$98M+4.12%
Q1 2022809.7K$141M+4.63%
Q4 2021867.5K$154M+4.44%
Q3 2021825.3K$117M+3.71%
Q2 2021782.3K$107M+3.48%
Q1 2021897.2K$110M+3.88%
Q4 2020460.3K$61M+3.27%
Q3 2020462.2K$54M+2.85%
Q2 2020115.5K$42M+2.81%
Q1 2020117.8K$30M+2.56%
Q4 2019100.4K$29M+2.51%
Q3 2019100.2K$22M+2.21%
Q2 201998.5K$19M+2.14%
Q1 2019100.8K$19M+2.39%
Q4 2018118.5K$19M+2.66%

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