SEC 13F Intelligence

Wescott Financial Advisory Group, LLC / AAPL

Wescott Financial Advisory Group, LLC’s Apple Inc Position

Does Wescott Financial Advisory Group, LLC own Apple Inc (AAPL)? Yes — 62.4K shares worth $16M (+1.39% of its 13F portfolio) as of Q1 2026, up from 59.3K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
62.4K
% of Portfolio
+1.39%
Quarters Held
20
currently held

Position History AAPL

Reported value by quarter
Q2 ’21: $8MQ2 ’21Q3 ’21: $8MQ4 ’21: $9MQ1 ’22: $13MQ1 ’22Q2 ’22: $10MQ3 ’22: $9MQ4 ’22: $8MQ4 ’22Q1 ’23: $11MQ2 ’23: $16MQ3 ’23: $13MQ3 ’23Q4 ’23: $15MQ1 ’24: $10MQ2 ’24: $12MQ2 ’24Q3 ’24: $13MQ4 ’24: $15MQ1 ’25: $13MQ1 ’25Q2 ’25: $12MQ3 ’25: $16MQ4 ’25: $16MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202662.4K$16M+1.39%
Q4 202559.3K$16M+1.41%
Q3 202561.2K$16M+1.40%
Q2 202556.4K$12M+1.11%
Q1 202557.2K$13M+1.32%
Q4 202458.1K$15M+1.51%
Q3 202456.2K$13M+1.41%
Q2 202456.6K$12M+1.39%
Q1 202459.3K$10M+1.26%
Q4 202379.0K$15M+2.13%
Q3 202378.3K$13M+2.45%
Q2 202383.9K$16M+2.88%
Q1 202366.3K$11M+2.38%
Q4 202265.2K$8M+1.83%
Q3 202265.0K$9M+2.50%
Q2 202271.2K$10M+2.64%
Q1 202271.8K$13M+3.23%
Q4 202151.6K$9M+4.71%
Q3 202153.4K$8M+4.27%
Q2 202153.5K$8M+4.57%

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