SEC 13F Intelligence

Inspirion Wealth Advisors, LLC / AAPL

Inspirion Wealth Advisors, LLC’s Apple Inc Position

Does Inspirion Wealth Advisors, LLC own Apple Inc (AAPL)? Yes54.6K shares worth $16M (+1.84% of its 13F portfolio) as of Q2 2026, down from 55.3K shares the prior filed quarter.

Position Value
$16M
Q2 2026
Shares
54.6K
% of Portfolio
+1.84%
Quarters Held
31
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $8MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $10MQ2 ’23: $12MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $10MQ2 ’24: $12MQ3 ’24: $14MQ4 ’24: $14MQ4 ’24Q1 ’25: $13MQ2 ’25: $12MQ3 ’25: $14MQ4 ’25: $15MQ4 ’25Q1 ’26: $14MQ2 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202654.6K$16M+1.84%
Q1 202655.3K$14M+1.75%
Q4 202555.5K$15M+1.85%
Q3 202558.9K$14M+1.92%
Q2 202557.5K$12M+1.56%
Q1 202556.7K$13M+1.75%
Q4 202457.3K$14M+1.94%
Q3 202458.9K$14M+1.92%
Q2 202459.0K$12M+1.90%
Q1 202459.3K$10M+1.68%
Q4 202358.8K$11M+1.97%
Q3 202359.7K$10M+1.99%
Q2 202359.3K$12M+2.20%
Q1 202359.2K$10M+1.96%
Q4 202258.8K$8M+1.62%
Q3 202259.2K$8M+1.85%
Q2 202259.5K$8M+1.79%
Q1 202259.0K$10M+2.11%
Q4 202157.6K$10M+2.16%
Q3 202158.7K$8M+1.91%
Q2 202156.1K$8M+1.89%
Q1 202156.7K$7M+1.84%
Q4 202056.6K$8M+2.11%
Q3 202056.1K$6M+2.23%
Q2 202014.3K$5M+2.05%
Q1 202014.5K$4M+1.82%
Q4 201914.4K$4M+1.43%
Q3 201914.5K$3M+1.42%
Q2 201914.7K$3M+1.26%
Q1 201914.7K$3M+1.24%
Q4 201814.3K$2M+1.13%

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