Bernardo Wealth Planning LLC / AAPL
Bernardo Wealth Planning LLC’s Apple Inc Position
Does Bernardo Wealth Planning LLC own Apple Inc (AAPL)? Yes — 39.6K shares worth $10M (+1.97% of its 13F portfolio) as of Q1 2026, down from 39.8K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
39.6K
% of Portfolio
+1.97%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 39.6K | $10M | +1.97% |
| Q4 2025 | 39.8K | $11M | +2.06% |
| Q3 2025 | 39.3K | $10M | +1.96% |
| Q2 2025 | 39.0K | $8,009 | +1.74% |
| Q1 2025 | 40.9K | $9,081 | +2.17% |
| Q4 2024 | 40.8K | $10M | +2.31% |
| Q3 2024 | 40.8K | $9,477 | +2.30% |
| Q2 2024 | 39.7K | $8M | +2.25% |
| Q1 2024 | 38.4K | $7M | +1.83% |
| Q4 2023 | 37.8K | $7M | +2.29% |
| Q3 2023 | 37.2K | $6M | +2.52% |
| Q2 2023 | 37.0K | $7M | +2.86% |
| Q1 2023 | 38.3K | $6M | +2.71% |
| Q4 2022 | 39.3K | $5M | +2.38% |
| Q3 2022 | 39.5K | $6M | +3.29% |
| Q2 2022 | 39.4K | $5M | +3.08% |
| Q1 2022 | 38.6K | $7M | +3.35% |
| Q4 2021 | 38.1K | $7M | +3.30% |
| Q3 2021 | 34.2K | $5M | +2.81% |
| Q2 2021 | 32.6K | $4M | +2.68% |
| Q1 2021 | 32.4K | $4M | +2.52% |
| Q4 2020 | 182.7K | $24M | +9.35% |
| Q3 2020 | 175.6K | $20M | +9.14% |
| Q2 2020 | 42.7K | $16M | +8.36% |
| Q1 2020 | 42.8K | $11M | +7.56% |
| Q4 2019 | 41.9K | $12M | +7.46% |
| Q3 2019 | 41.8K | $9M | +6.79% |
| Q2 2019 | 43.8K | $9M | +6.80% |
| Q1 2019 | 49.5K | $9M | +7.45% |
| Q4 2018 | 45.3K | $7M | +6.31% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bernardo Wealth Planning LLC’s full portfolio or all institutional holders of AAPL.