Ibex Wealth Advisors’s Apple Inc Position
Does Ibex Wealth Advisors own Apple Inc (AAPL)? Yes — 117.6K shares worth $30M (+2.78% of its 13F portfolio) as of Q1 2026, up from 113.4K shares the prior filed quarter.
Position Value
$30M
Q1 2026
Shares
117.6K
% of Portfolio
+2.78%
Quarters Held
29
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 117.6K | $30M | +2.78% |
| Q4 2025 | 113.4K | $31M | +3.02% |
| Q3 2025 | 112.7K | $29M | +2.75% |
| Q2 2025 | 111.1K | $23M | +2.43% |
| Q1 2025 | 136.6K | $30M | +4.01% |
| Q4 2024 | 127.4K | $32M | +3.76% |
| Q3 2024 | 273.9K | $5M | +1.50% |
| Q2 2024 | 107.9K | $23M | +3.55% |
| Q1 2024 | 109.2K | $14,190 | +3.85% |
| Q4 2023 | 117 | $22,456 | +4.88% |
| Q3 2023 | 111.6K | $19,113 | +4.86% |
| Q1 2023 | 107.7K | $17,768 | +4.61% |
| Q4 2022 | 109.2K | $14,190 | +3.21% |
| Q3 2022 | 110.7K | $15M | +3.98% |
| Q2 2022 | 102.2K | $14M | +3.22% |
| Q1 2022 | 112.7K | $20M | +3.77% |
| Q4 2021 | 113.7K | $20M | +3.57% |
| Q3 2021 | 111.1K | $16M | +3.03% |
| Q2 2021 | 110.1K | $15M | +3.01% |
| Q1 2021 | 107.7K | $13M | +3.24% |
| Q4 2020 | 125.5K | $17M | +4.35% |
| Q3 2020 | 125.9K | $15M | +4.23% |
| Q2 2020 | 31.2K | $11M | +3.65% |
| Q1 2020 | 32.2K | $8M | +3.19% |
| Q4 2019 | 32.5K | $10M | +2.92% |
| Q3 2019 | 33.6K | $8M | +2.50% |
| Q2 2019 | 33.1K | $7M | +1.89% |
| Q1 2019 | 26.8K | $5M | +1.79% |
| Q4 2018 | 23.7K | $4M | +1.70% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ibex Wealth Advisors’s full portfolio or all institutional holders of AAPL.