Schwarz Dygos Wheeler Investment Advisors LLC / AAPL
Schwarz Dygos Wheeler Investment Advisors LLC’s Apple Inc Position
Does Schwarz Dygos Wheeler Investment Advisors LLC own Apple Inc (AAPL)? Yes — 130.1K shares worth $33M (+6.85% of its 13F portfolio) as of Q1 2026, down from 131.5K shares the prior filed quarter.
Position Value
$33M
Q1 2026
Shares
130.1K
% of Portfolio
+6.85%
Quarters Held
27
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 130.1K | $33M | +6.85% |
| Q4 2025 | 131.5K | $36M | +7.38% |
| Q3 2025 | 134.7K | $34M | +7.27% |
| Q2 2025 | 138.7K | $28M | +6.49% |
| Q1 2025 | 139.5K | $31M | +7.34% |
| Q4 2024 | 145.3K | $36M | +8.93% |
| Q3 2024 | 148.2K | $35M | +8.61% |
| Q2 2024 | 152.2K | $32M | +8.60% |
| Q1 2024 | 154.5K | $26M | +7.41% |
| Q4 2023 | 160.1K | $31M | +9.48% |
| Q3 2023 | 160.5K | $27M | +9.31% |
| Q2 2023 | 161.2K | $31M | +10.31% |
| Q1 2023 | 162.4K | $27M | +9.69% |
| Q4 2022 | 151.1K | $20M | +7.70% |
| Q3 2022 | 153.0K | $21M | +9.38% |
| Q2 2022 | 165.1K | $23M | +9.06% |
| Q1 2022 | 168.9K | $30M | +9.96% |
| Q4 2021 | 170.1K | $30M | +10.22% |
| Q3 2021 | 171.1K | $24M | +8.85% |
| Q2 2021 | 170.0K | $23M | +8.45% |
| Q1 2021 | 170.2K | $21M | +8.58% |
| Q4 2020 | 170.1K | $23M | +10.85% |
| Q3 2020 | 174.0K | $20M | +11.40% |
| Q2 2020 | 48.9K | $19M | +12.19% |
| Q1 2020 | 49.2K | $13M | +10.58% |
| Q4 2019 | 53.7K | $16M | +10.79% |
| Q3 2019 | 40.2K | $6M | +6.84% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwarz Dygos Wheeler Investment Advisors LLC’s full portfolio or all institutional holders of AAPL.