SEC 13F Intelligence

Amj Financial Wealth Management / AAPL

Amj Financial Wealth Management’s Apple Inc Position

Does Amj Financial Wealth Management own Apple Inc (AAPL)? Yes46.4K shares worth $12M (+2.78% of its 13F portfolio) as of Q1 2026, up from 34.3K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
46.4K
% of Portfolio
+2.78%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $536,000Q4 ’19Q1 ’20: $420,000Q2 ’20: $713,000Q3 ’20: $917,000Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $5MQ2 ’22: $628,000Q3 ’22: $773,000Q4 ’22: $703,228Q4 ’22Q1 ’23: $920,777Q2 ’23: $1MQ3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ3 ’24: $1MQ4 ’24: $2MQ4 ’24Q1 ’25: $1MQ2 ’25: $1MQ3 ’25: $1MQ4 ’25: $9MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.4K$12M+2.78%
Q4 202534.3K$9M+2.21%
Q3 20255.6K$1M+0.34%
Q2 20255.6K$1M+0.29%
Q1 20256.2K$1M+0.41%
Q4 20246.2K$2M+0.43%
Q3 20246.2K$1M+0.42%
Q2 20246.6K$1M+0.43%
Q1 20246.5K$1M+0.37%
Q4 20236.8K$1M+0.55%
Q3 20236.9K$1M+0.55%
Q2 20236.5K$1M+0.55%
Q1 20235.6K$920,777+0.59%
Q4 20225.4K$703,228+0.42%
Q3 20225.6K$773,000+0.50%
Q2 20224.6K$628,000+0.53%
Q1 202231.0K$5M+2.17%
Q4 20216.6K$1M+0.43%
Q3 20219.4K$1M+0.55%
Q2 20219.4K$1M+0.56%
Q1 20218.7K$1M+0.52%
Q4 20208.7K$1M+0.59%
Q3 20207.9K$917,000+0.54%
Q2 20202.0K$713,000+0.49%
Q1 20201.7K$420,000+0.73%
Q4 20191.8K$536,000+0.38%

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