SEC 13F Intelligence

Arbor Wealth Management, LLC / AAPL

Arbor Wealth Management, LLC’s Apple Inc Position

Does Arbor Wealth Management, LLC own Apple Inc (AAPL)? Yes — 89.9K shares worth $16M (+3.50% of its 13F portfolio) as of Q4 2021, up from 85.0K shares the prior filed quarter.

Position Value
$16M
Q4 2021
Shares
89.9K
% of Portfolio
+3.50%
Quarters Held
12
currently held

Position History AAPL

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ3 ’19Q4 ’19: $6MQ1 ’20: $8MQ1 ’20Q2 ’20: $11MQ3 ’20: $14MQ3 ’20Q4 ’20: $13MQ1 ’21: $12MQ1 ’21Q2 ’21: $15MQ3 ’21: $12MQ3 ’21Q4 ’21: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202189.9K$16M+3.50%
Q3 202185.0K$12M+2.83%
Q2 2021106.5K$15M+3.59%
Q1 202199.3K$12M+3.58%
Q4 2020100.2K$13M+5.00%
Q3 2020120.9K$14M+5.56%
Q2 202030.4K$11M+5.17%
Q1 202029.6K$8M+4.78%
Q4 201920.1K$6M+2.47%
Q3 201919.1K$4M+2.21%
Q2 201919.8K$4M+2.12%
Q1 201919.6K$4M+2.25%

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