SEC 13F Intelligence

Tower View Wealth Management LLC / AAPL

Tower View Wealth Management LLC’s Apple Inc Position

Does Tower View Wealth Management LLC own Apple Inc (AAPL)? Not currently — the last reported position was 34.0K shares worth $6M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q1 2022
Shares
34.0K
% of Portfolio
+3.19%
Quarters Held
14
position exited

Position History AAPL

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $2MQ2 ’19Q3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202234.0K$6M+3.19%
Q4 202134.2K$6M+3.09%
Q3 202134.1K$5M+2.68%
Q2 202134.2K$5M+2.37%
Q1 202134.8K$4M+2.33%
Q4 202035.2K$5M+2.66%
Q3 202031.2K$4M+2.35%
Q2 20209.8K$4M+2.61%
Q1 202010.3K$3M+2.37%
Q4 201911.1K$3M+2.46%
Q3 201911.5K$3M+2.13%
Q2 201911.5K$2M+1.94%
Q1 201914.5K$3M+2.45%
Q4 201814.3K$2M+2.33%

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