SEC 13F Intelligence

Iht Wealth Management, LLC / AAPL

Iht Wealth Management, LLC’s Apple Inc Position

Does Iht Wealth Management, LLC own Apple Inc (AAPL)? Yes — 453.4K shares worth $115M (+2.67% of its 13F portfolio) as of Q1 2026, up from 448.0K shares the prior filed quarter.

Position Value
$115M
Q1 2026
Shares
453.4K
% of Portfolio
+2.67%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $15MQ2 ’19: $16MQ3 ’19: $19MQ4 ’19: $25MQ4 ’19Q1 ’20: $23MQ2 ’20: $29MQ3 ’20: $42MQ4 ’20: $48MQ4 ’20Q1 ’21: $47MQ2 ’21: $55MQ3 ’21: $51MQ4 ’21: $65MQ4 ’21Q1 ’22: $63MQ2 ’22: $51MQ3 ’22: $57MQ4 ’22: $51MQ4 ’22Q1 ’23: $67MQ2 ’23: $77MQ3 ’23: $70MQ4 ’23: $78MQ4 ’23Q1 ’24: $67MQ2 ’24: $82MQ3 ’24: $137MQ4 ’24: $115MQ4 ’24Q1 ’25: $103MQ2 ’25: $94MQ3 ’25: $116MQ4 ’25: $122MQ4 ’25Q1 ’26: $115Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026453.4K$115M+2.67%
Q4 2025448.0K$122M+2.96%
Q3 2025454.6K$116M+2.93%
Q2 2025460.4K$94M+2.60%
Q1 2025462.0K$103M+3.20%
Q4 2024460.6K$115M+3.72%
Q3 2024591.6K$137M+3.88%
Q2 2024391.4K$82M+3.08%
Q1 2024388.9K$67M+2.67%
Q4 2023404.0K$78M+3.47%
Q3 2023407.0K$70M+3.53%
Q2 2023399.4K$77M+4.03%
Q1 2023408.8K$67M+3.85%
Q4 2022394.1K$51M+3.22%
Q3 2022411.6K$57M+4.32%
Q2 2022372.1K$51M+4.48%
Q1 2022360.2K$63M+4.77%
Q4 2021364.0K$65M+4.77%
Q3 2021361.5K$51M+4.16%
Q2 2021399.3K$55M+3.47%
Q1 2021386.3K$47M+3.39%
Q4 2020359.7K$48M+3.97%
Q3 2020364.4K$42M+4.24%
Q2 202079.1K$29M+3.95%
Q1 202091.6K$23M+3.35%
Q4 201986.4K$25M+3.00%
Q3 201982.9K$19M+2.54%
Q2 201981.0K$16M+2.33%
Q1 201977.8K$15M+2.46%
Q4 201875.2K$12M+2.28%

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