SEC 13F Intelligence

Olde Wealth Management, LLC / AAPL

Olde Wealth Management, LLC’s Apple Inc Position

Does Olde Wealth Management, LLC own Apple Inc (AAPL)? Yes65.2K shares worth $17M (+5.24% of its 13F portfolio) as of Q1 2026, down from 68.8K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
65.2K
% of Portfolio
+5.24%
Quarters Held
21
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $11MQ4 ’20Q1 ’21: $11MQ2 ’21: $12MQ3 ’21: $12MQ3 ’21Q4 ’21: $15MQ1 ’22: $15MQ2 ’22: $11MQ2 ’22Q3 ’22: $11MQ4 ’22: $11MQ1 ’23: $13MQ1 ’23Q2 ’23: $15MQ3 ’23: $14MQ4 ’23: $15MQ4 ’23Q1 ’24: $14MQ2 ’24: $16MQ3 ’24: $18MQ3 ’24Q4 ’24: $19MQ1 ’25: $16MQ3 ’25: $19MQ3 ’25Q4 ’25: $19MQ1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202665.2K$17M+5.24%
Q4 202568.8K$19M+5.75%
Q3 202569.0K$19M+5.74%
Q1 202573.3K$16M+5.75%
Q4 202475.1K$19M+6.72%
Q3 202475.9K$18M+6.34%
Q2 202476.3K$16M+6.12%
Q1 202477.1K$14M+6.67%
Q4 202379.5K$15M+6.62%
Q3 202378.7K$14M+6.67%
Q2 202377.6K$15M+7.03%
Q1 202380.8K$13M+6.59%
Q4 202281.3K$11M+5.72%
Q3 202281.9K$11M+7.06%
Q2 202281.8K$11M+6.69%
Q1 202284.4K$15M+7.69%
Q4 202185.0K$15M+7.64%
Q3 202185.8K$12M+6.95%
Q2 202186.9K$12M+7.00%
Q1 202186.9K$11M+6.93%
Q4 202085.6K$11M+8.91%

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