SEC 13F Intelligence

Sound View Wealth Advisors Group, LLC / AAPL

Sound View Wealth Advisors Group, LLC’s Apple Inc Position

Does Sound View Wealth Advisors Group, LLC own Apple Inc (AAPL)? Yes — 274.8K shares worth $70M (+4.74% of its 13F portfolio) as of Q1 2026, down from 279.7K shares the prior filed quarter.

Position Value
$70M
Q1 2026
Shares
274.8K
% of Portfolio
+4.74%
Quarters Held
28
currently held

Position History AAPL

Reported value by quarter
Q2 ’19: $7MQ2 ’19Q3 ’19: $8MQ4 ’19: $10MQ1 ’20: $8MQ2 ’20: $12MQ2 ’20Q3 ’20: $15MQ4 ’20: $17MQ1 ’21: $15MQ2 ’21: $17MQ2 ’21Q3 ’21: $18MQ4 ’21: $23MQ1 ’22: $22MQ2 ’22: $18MQ2 ’22Q3 ’22: $18MQ4 ’22: $54MQ1 ’23: $41MQ2 ’23: $43MQ2 ’23Q3 ’23: $41MQ4 ’23: $54MQ1 ’24: $41MQ2 ’24: $48MQ2 ’24Q3 ’24: $72MQ4 ’24: $77MQ1 ’25: $64MQ2 ’25: $60MQ2 ’25Q3 ’25: $75MQ4 ’25: $76MQ1 ’26: $70Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026274.8K$70M+4.74%
Q4 2025279.7K$76M+5.10%
Q3 2025292.7K$75M+5.12%
Q2 2025293.8K$60M+4.45%
Q1 2025287.9K$64M+5.25%
Q4 2024308.9K$77M+6.23%
Q3 2024308.8K$72M+5.87%
Q2 2024228.5K$48M+4.96%
Q1 2024236.7K$41M+4.33%
Q4 2023280.5K$54M+5.96%
Q3 2023242.3K$41M+5.16%
Q2 2023222.5K$43M+5.66%
Q1 2023246.2K$41M+5.57%
Q4 2022280.5K$54M+5.96%
Q3 2022129.6K$18M+4.02%
Q2 2022129.6K$18M+3.71%
Q1 2022128.2K$22M+4.26%
Q4 2021127.1K$23M+4.26%
Q3 2021129.1K$18M+3.82%
Q2 2021126.5K$17M+3.64%
Q1 2021125.4K$15M+3.57%
Q4 2020128.8K$17M+4.17%
Q3 2020128.1K$15M+3.91%
Q2 202032.7K$12M+3.36%
Q1 202032.4K$8M+2.84%
Q4 201933.3K$10M+2.76%
Q3 201934.8K$8M+2.32%
Q2 201937.1K$7M+2.17%

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