SEC 13F Intelligence

Core Wealth Advisors, Inc. / AAPL

Core Wealth Advisors, Inc.’s Apple Inc Position

Does Core Wealth Advisors, Inc. own Apple Inc (AAPL)? Yes — 18.5K shares worth $5M (+1.12% of its 13F portfolio) as of Q1 2026, up from 18.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
18.5K
% of Portfolio
+1.12%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $702,000Q4 ’19Q1 ’20: $865,000Q2 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $1MQ3 ’21: $1MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $2MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.5K$5M+1.12%
Q4 202518.3K$5M+1.29%
Q3 202518.1K$5M+1.20%
Q2 202515.4K$3M+0.91%
Q1 202514.4K$3M+1.02%
Q4 202414.1K$4M+1.16%
Q3 202413.7K$3M+1.03%
Q2 202412.4K$3M+0.89%
Q1 202413.1K$2M+0.76%
Q4 202313.1K$3M+0.93%
Q3 202312.2K$2M+0.85%
Q2 202312.3K$2M+0.96%
Q1 202312.2K$2M+0.80%
Q4 202212.4K$2M+0.71%
Q3 202211.8K$2M+0.95%
Q2 202211.7K$2M+0.98%
Q1 202211.8K$2M+1.15%
Q4 202112.0K$2M+1.27%
Q3 20219.0K$1M+0.84%
Q2 20219.0K$1M+0.82%
Q1 202112.7K$2M+1.36%
Q4 202012.2K$2M+1.45%
Q3 202012.8K$1M+1.39%
Q2 20203.6K$1M+1.17%
Q1 20203.4K$865,000+0.66%
Q4 20192.4K$702,000+0.40%

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