SEC 13F Intelligence

Palumbo Wealth Management LLC / AAPL

Palumbo Wealth Management LLC’s Apple Inc Position

Does Palumbo Wealth Management LLC own Apple Inc (AAPL)? Yes69.3K shares worth $18M (+4.29% of its 13F portfolio) as of Q1 2026, up from 65.4K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
69.3K
% of Portfolio
+4.29%
Quarters Held
21
currently held

Position History AAPL

Reported value by quarter
Q1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $7MQ2 ’23: $9MQ2 ’23Q3 ’23: $8MQ4 ’23: $9MQ1 ’24: $8MQ1 ’24Q2 ’24: $9MQ3 ’24: $10MQ4 ’24: $11MQ4 ’24Q1 ’25: $12MQ2 ’25: $12MQ3 ’25: $15MQ3 ’25Q4 ’25: $18MQ1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.3K$18M+4.29%
Q4 202565.4K$18M+4.38%
Q3 202565.0K$15M+4.90%
Q2 202556.8K$12M+3.61%
Q1 202552.5K$12M+3.90%
Q4 202445.1K$11M+4.22%
Q3 202444.2K$10M+4.00%
Q2 202444.3K$9M+3.94%
Q1 202444.2K$8M+3.39%
Q4 202344.5K$9M+4.38%
Q3 202344.3K$8M+4.17%
Q2 202344.7K$9M+5.30%
Q1 202343.3K$7M+4.75%
Q4 202227.3K$4M+2.82%
Q3 202225.6K$4M+2.99%
Q2 202225.6K$3M+2.78%
Q1 202224.3K$4M+2.72%
Q4 202124.6K$4M+2.74%
Q3 202124.5K$3M+2.28%
Q2 202124.7K$3M+2.27%
Q1 202125.0K$3M+2.30%

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