Naviter Wealth, LLC’s Apple Inc Position
Does Naviter Wealth, LLC own Apple Inc (AAPL)? Yes — 103.0K shares worth $26M (+3.26% of its 13F portfolio) as of Q1 2026, up from 99.5K shares the prior filed quarter.
Position Value
$26M
Q1 2026
Shares
103.0K
% of Portfolio
+3.26%
Quarters Held
18
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 103.0K | $26M | +3.26% |
| Q4 2025 | 99.5K | $27M | +3.53% |
| Q3 2025 | 110.4K | $28M | +3.27% |
| Q2 2025 | 104.7K | $21M | +2.65% |
| Q1 2025 | 119.1K | $26M | +3.15% |
| Q4 2024 | 121.8K | $30M | +3.68% |
| Q3 2024 | 102.9K | $24M | +3.34% |
| Q2 2024 | 104.0K | $22M | +3.27% |
| Q1 2024 | 91.1K | $16M | +2.56% |
| Q4 2023 | 72.6K | $14M | +2.81% |
| Q3 2023 | 60.0K | $10M | +2.48% |
| Q2 2023 | 59.8K | $12M | +2.95% |
| Q1 2023 | 49.2K | $8M | +2.84% |
| Q4 2022 | 59.7K | $9M | +2.34% |
| Q3 2022 | 49.0K | $7M | +2.76% |
| Q2 2022 | 50.9K | $7M | +2.85% |
| Q1 2022 | 4.6K | $796,000 | +0.27% |
| Q4 2021 | 4.6K | $815,000 | +0.24% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Naviter Wealth, LLC’s full portfolio or all institutional holders of AAPL.