SEC 13F Intelligence

Taylor & Morgan Wealth Management, LLC / AAPL

Taylor & Morgan Wealth Management, LLC’s Apple Inc Position

Does Taylor & Morgan Wealth Management, LLC own Apple Inc (AAPL)? Yes25.6K shares worth $6M (+3.71% of its 13F portfolio) as of Q1 2026, down from 26.7K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
25.6K
% of Portfolio
+3.71%
Quarters Held
18
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $6MQ1 ’24: $5MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.6K$6M+3.71%
Q4 202526.7K$7M+4.06%
Q3 202527.4K$7M+4.29%
Q2 202527.4K$6M+3.79%
Q1 202527.7K$6M+4.65%
Q4 202428.2K$7M+4.97%
Q3 202430.6K$7M+4.78%
Q2 202431.5K$7M+4.69%
Q1 202431.7K$5M+3.99%
Q4 202332.8K$6M+5.03%
Q3 202332.8K$6M+5.05%
Q2 202332.1K$6M+5.11%
Q1 202332.9K$5M+4.71%
Q4 202232.6K$4M+3.99%
Q3 202232.2K$4M+4.43%
Q2 202232.7K$4M+4.23%
Q1 202230.9K$5M+4.41%
Q4 202130.0K$5M+4.32%

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