SEC 13F Intelligence

Wealth Advisory Solutions, LLC / AAPL

Wealth Advisory Solutions, LLC’s Apple Inc Position

Does Wealth Advisory Solutions, LLC own Apple Inc (AAPL)? Yes52.5K shares worth $13M (+2.97% of its 13F portfolio) as of Q1 2026, down from 53.5K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
52.5K
% of Portfolio
+2.97%
Quarters Held
20
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $8MQ4 ’20Q1 ’21: $24MQ2 ’21: $9MQ3 ’21: $9MQ3 ’21Q1 ’22: $10MQ2 ’22: $7MQ3 ’22: $8MQ3 ’22Q4 ’22: $11MQ1 ’23: $14MQ2 ’23: $17MQ2 ’23Q4 ’23: $15MQ1 ’24: $13MQ2 ’24: $16MQ2 ’24Q3 ’24: $15MQ4 ’24: $17MQ1 ’25: $12MQ1 ’25Q2 ’25: $11MQ3 ’25: $14MQ4 ’25: $15MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202652.5K$13M+2.97%
Q4 202553.5K$15M+3.39%
Q3 202553.9K$14M+3.33%
Q2 202554.2K$11M+2.82%
Q1 202554.2K$12M+3.19%
Q4 202466.5K$17M+4.67%
Q3 202465.1K$15M+4.18%
Q2 202474.3K$16M+4.24%
Q1 202474.2K$13M+3.30%
Q4 202376.7K$15M+5.16%
Q2 202385.1K$17M+4.39%
Q1 202385.3K$14M+3.74%
Q4 202285.3K$11M+2.98%
Q3 202255.1K$8M+2.10%
Q2 202254.0K$7M+1.82%
Q1 202259.8K$10M+2.17%
Q3 202165.9K$9M+2.07%
Q2 202165.3K$9M+2.12%
Q1 2021238.4K$24M+17.83%
Q4 202057.2K$8M+2.06%

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