SEC 13F Intelligence

Spire Wealth Management / AAPL

Spire Wealth Management’s Apple Inc Position

Does Spire Wealth Management own Apple Inc (AAPL)? Yes383.4K shares worth $97M (+3.32% of its 13F portfolio) as of Q1 2026, down from 386.4K shares the prior filed quarter.

Position Value
$97M
Q1 2026
Shares
383.4K
% of Portfolio
+3.32%
Quarters Held
21
currently held

Position History AAPL

Reported value by quarter
Q1 ’21: $137MQ1 ’21Q2 ’21: $133MQ3 ’21: $142MQ4 ’21: $205MQ4 ’21Q1 ’22: $171MQ2 ’22: $97MQ3 ’22: $55MQ3 ’22Q4 ’22: $53,465Q1 ’23: $96MQ2 ’23: $119MQ2 ’23Q3 ’23: $106MQ4 ’23: $119MQ1 ’24: $118MQ1 ’24Q2 ’24: $105MQ3 ’24: $123MQ4 ’24: $140MQ4 ’24Q1 ’25: $111MQ2 ’25: $79MQ3 ’25: $98MQ3 ’25Q4 ’25: $105MQ1 ’26: $97Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026383.4K$97M+3.32%
Q4 2025386.4K$105M+3.52%
Q3 2025383.9K$98M+3.33%
Q2 2025387.9K$79M+2.85%
Q1 2025500.2K$111M+3.56%
Q4 2024558.3K$140M+4.34%
Q3 2024529.9K$123M+4.16%
Q2 2024497.4K$105M+3.70%
Q1 2024584.3K$118M+2.14%
Q4 2023621.9K$119M+3.94%
Q3 2023619.6K$106M+4.04%
Q2 2023612.0K$119M+4.38%
Q1 2023580.6K$96M+3.73%
Q4 2022411.5K$53,465+3.01%
Q3 2022395.9K$55M+3.32%
Q2 2022709.4K$97M+4.00%
Q1 2022976.5K$171M+4.57%
Q4 20211.16M$205M+4.55%
Q3 20211.01M$142M+3.77%
Q2 2021967.9K$133M+3.59%
Q1 20211.14M$137M+3.65%

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