SEC 13F Intelligence

Tmd Wealth Management, LLC / AAPL

Tmd Wealth Management, LLC’s Apple Inc Position

Does Tmd Wealth Management, LLC own Apple Inc (AAPL)? Yes22.0K shares worth $5M (+1.01% of its 13F portfolio) as of Q2 2024, down from 24.2K shares the prior filed quarter.

Position Value
$5M
Q2 2024
Shares
22.0K
% of Portfolio
+1.01%
Quarters Held
15
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202422.0K$5M+1.01%
Q1 202424.2K$4M+0.97%
Q4 202323.8K$5M+1.20%
Q3 202323.8K$4M+1.16%
Q2 202324.5K$5M+1.24%
Q1 202324.3K$4M+1.13%
Q4 202221.7K$3M+1.26%
Q3 202221.6K$3M+1.34%
Q2 202220.3K$3M+1.17%
Q1 202221.0K$4M+1.41%
Q4 202121.5K$4M+1.42%
Q3 202121.4K$3M+1.27%
Q2 202121.6K$3M+1.29%
Q1 202121.4K$3M+1.24%
Q4 202020.9K$3M+1.55%

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