SEC 13F Intelligence

Howard Wealth Management, LLC / AAPL

Howard Wealth Management, LLC’s Apple Inc Position

Does Howard Wealth Management, LLC own Apple Inc (AAPL)? Yes — 35.5K shares worth $9M (+3.79% of its 13F portfolio) as of Q1 2026, up from 32.3K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
35.5K
% of Portfolio
+3.79%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $3MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $6MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ3 ’24: $8MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $7MQ3 ’25: $8MQ4 ’25: $9MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.5K$9M+3.79%
Q4 202532.3K$9M+3.84%
Q3 202532.7K$8M+3.83%
Q2 202534.9K$7M+3.62%
Q1 202535.2K$8M+4.36%
Q4 202435.5K$9M+4.81%
Q3 202433.3K$8M+4.51%
Q2 202433.4K$7M+5.55%
Q1 202434.3K$6M+4.79%
Q4 202333.6K$6M+5.41%
Q3 202335.1K$6M+5.54%
Q2 202335.2K$7M+5.92%
Q1 202335.6K$6M+4.90%
Q4 202236.2K$5M+3.86%
Q3 202236.9K$5M+3.61%
Q2 202222.2K$3M+3.21%
Q1 202233.9K$6M+3.23%
Q4 202135.1K$6M+3.29%
Q3 202136.2K$5M+2.86%
Q2 202139.5K$5M+2.97%
Q1 202140.6K$5M+2.90%
Q4 202041.8K$6M+3.46%
Q3 202043.0K$5M+3.55%
Q2 202010.5K$4M+3.12%
Q1 202010.6K$3M+2.84%
Q4 201911.0K$3M+2.69%

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