SEC 13F Intelligence

Wambolt & Associates, LLC / AAPL

Wambolt & Associates, LLC’s Apple Inc Position

Does Wambolt & Associates, LLC own Apple Inc (AAPL)? Yes — 48.1K shares worth $10M (+3.37% of its 13F portfolio) as of Q2 2025, down from 52.5K shares the prior filed quarter.

Position Value
$10M
Q2 2025
Shares
48.1K
% of Portfolio
+3.37%
Quarters Held
27
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $7MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $8MQ2 ’23: $10MQ3 ’23: $10MQ4 ’23: $13MQ4 ’23Q1 ’24: $13MQ2 ’24: $18MQ3 ’24: $19MQ4 ’24: $14MQ4 ’24Q1 ’25: $12MQ2 ’25: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202548.1K$10M+3.37%
Q1 202552.5K$12M+3.98%
Q4 202454.7K$14M+4.38%
Q3 202483.0K$19M+5.13%
Q2 202482.7K$18M+5.20%
Q1 202478.4K$13M+3.99%
Q4 2023138.0K$13M+4.37%
Q3 2023128.4K$10M+3.77%
Q2 2023119.4K$10M+3.51%
Q1 2023118.3K$8M+2.93%
Q4 2022123.7K$7M+2.76%
Q3 2022122.2K$7M+3.15%
Q2 2022123.0K$7M+3.00%
Q1 2022121.7K$9M+3.37%
Q4 2021123.4K$10M+3.52%
Q3 2021123.8K$8M+3.16%
Q2 202154.5K$7M+3.18%
Q1 202123.0K$3M+1.47%
Q4 202023.2K$3M+1.84%
Q3 202023.8K$3M+2.06%
Q2 20206.8K$2M+1.94%
Q1 20206.8K$2M+1.80%
Q4 20197.6K$2M+1.70%
Q3 20198.4K$2M+1.55%
Q2 20198.7K$2M+1.46%
Q1 20198.6K$2M+1.56%
Q4 20188.4K$1M+1.47%

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