SEC 13F Intelligence

U S Wealth Group, LLC. / AAPL

U S Wealth Group, LLC.’s Apple Inc Position

Does U S Wealth Group, LLC. own Apple Inc (AAPL)? Yes — 28.2K shares worth $8M (+5.06% of its 13F portfolio) as of Q1 2026, down from 28.4K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
28.2K
% of Portfolio
+5.06%
Quarters Held
5
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $7MQ3 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.2K$8M+5.06%
Q3 202528.4K$7M+4.73%
Q2 202525.5K$5M+4.08%
Q1 202526.9K$6M+4.74%
Q4 202428.3K$7M+5.37%

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