SEC 13F Intelligence

Strategic Wealth Management Group, LLC / AAPL

Strategic Wealth Management Group, LLC’s Apple Inc Position

Does Strategic Wealth Management Group, LLC own Apple Inc (AAPL)? Yes — 74.2K shares worth $10M (+3.71% of its 13F portfolio) as of Q2 2021, down from 84.9K shares the prior filed quarter.

Position Value
$10M
Q2 2021
Shares
74.2K
% of Portfolio
+3.71%
Quarters Held
11
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ2 ’19Q3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ2 ’20Q3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202174.2K$10M+3.71%
Q1 202184.9K$10M+3.96%
Q4 202086.6K$11M+4.97%
Q3 202088.1K$10M+4.96%
Q2 202019.2K$7M+4.15%
Q1 202019.1K$5M+3.61%
Q4 201918.5K$5M+3.52%
Q3 201918.2K$4M+2.93%
Q2 201918.2K$4M+2.73%
Q1 201917.4K$3M+2.71%
Q4 201817.7K$3M+2.68%

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