SEC 13F Intelligence

Cfm Wealth Partners LLC / AAPL

Cfm Wealth Partners LLC’s Apple Inc Position

Does Cfm Wealth Partners LLC own Apple Inc (AAPL)? Yes — 275.5K shares worth $70M (+10.48% of its 13F portfolio) as of Q1 2026, down from 277.9K shares the prior filed quarter.

Position Value
$70M
Q1 2026
Shares
275.5K
% of Portfolio
+10.48%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $30MQ4 ’19Q1 ’20: $25MQ2 ’20: $33MQ3 ’20: $40MQ4 ’20: $45MQ4 ’20Q1 ’21: $41MQ2 ’21: $44MQ3 ’21: $46MQ4 ’21: $58MQ4 ’21Q1 ’22: $55MQ2 ’22: $42MQ3 ’22: $42MQ4 ’22: $40MQ4 ’22Q1 ’23: $50MQ2 ’23: $59MQ3 ’23: $53MQ4 ’23: $59MQ4 ’23Q1 ’24: $52MQ2 ’24: $63MQ3 ’24: $70MQ4 ’24: $74MQ4 ’24Q1 ’25: $65MQ2 ’25: $60MQ3 ’25: $74MQ4 ’25: $76MQ4 ’25Q1 ’26: $70Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026275.5K$70M+10.48%
Q4 2025277.9K$76M+10.90%
Q3 2025289.0K$74M+10.68%
Q2 2025290.1K$60M+9.47%
Q1 2025294.5K$65M+11.54%
Q4 2024294.5K$74M+12.44%
Q3 2024299.9K$70M+12.20%
Q2 2024299.7K$63M+11.60%
Q1 2024301.3K$52M+10.37%
Q4 2023306.4K$59M+13.34%
Q3 2023310.6K$53M+13.93%
Q2 2023302.3K$59M+14.24%
Q1 2023304.8K$50M+13.55%
Q4 2022305.4K$40M+11.88%
Q3 2022307.3K$42M+13.56%
Q2 2022307.7K$42M+12.63%
Q1 2022314.0K$55M+13.12%
Q4 2021320.7K$58M+13.03%
Q3 2021323.0K$46M+11.49%
Q2 2021322.6K$44M+11.73%
Q1 2021334.4K$41M+12.32%
Q4 2020339.6K$45M+14.37%
Q3 2020342.3K$40M+14.46%
Q2 202090.6K$33M+12.57%
Q1 202096.9K$25M+11.44%
Q4 201996.4K$30M+11.20%

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