SEC 13F Intelligence

Wagner Wealth Management, LLC / AAPL

Wagner Wealth Management, LLC’s Apple Inc Position

Does Wagner Wealth Management, LLC own Apple Inc (AAPL)? Yes29.7K shares worth $8M (+1.52% of its 13F portfolio) as of Q1 2026, down from 29.7K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
29.7K
% of Portfolio
+1.52%
Quarters Held
22
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ3 ’21Q4 ’21: $6MQ1 ’22: $6MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $4MQ1 ’23: $6MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $8MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.7K$8M+1.52%
Q4 202529.7K$8M+1.72%
Q3 202526.6K$7M+1.57%
Q2 202526.9K$6M+1.26%
Q1 202525.7K$6M+1.42%
Q4 202425.8K$6M+1.66%
Q3 202425.1K$6M+1.58%
Q2 202428.1K$6M+1.77%
Q1 202427.0K$5M+1.41%
Q4 202326.8K$5M+1.73%
Q3 202333.9K$6M+2.13%
Q2 202333.4K$6M+2.48%
Q1 202333.5K$6M+2.51%
Q4 202233.7K$4M+2.71%
Q3 202232.9K$5M+3.37%
Q2 202233.4K$5M+3.63%
Q1 202232.1K$6M+3.92%
Q4 202134.1K$6M+4.63%
Q3 202133.7K$5M+4.03%
Q2 202134.0K$5M+3.34%
Q1 202133.7K$4M+3.24%
Q4 202033.2K$4M+4.18%

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