SEC 13F Intelligence

Lifeworks Advisors, LLC / AAPL

Lifeworks Advisors, LLC’s Apple Inc Position

Does Lifeworks Advisors, LLC own Apple Inc (AAPL)? Yes36.6K shares worth $9M (+1.19% of its 13F portfolio) as of Q1 2026, up from 33.7K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
36.6K
% of Portfolio
+1.19%
Quarters Held
18
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $3MQ1 ’23: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $5MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $6MQ3 ’24: $6MQ4 ’24: $7MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ3 ’25: $9MQ3 ’25Q4 ’25: $9MQ1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.6K$9M+1.19%
Q4 202533.7K$9M+1.19%
Q3 202535.5K$9M+1.20%
Q2 202530.9K$6M+0.95%
Q1 202528.9K$6M+1.07%
Q4 202427.4K$7M+1.24%
Q3 202426.0K$6M+1.19%
Q2 202427.5K$6M+1.61%
Q1 202424.5K$4M+1.18%
Q4 202323.1K$4M+1.54%
Q3 202330.2K$5M+2.01%
Q2 202332.2K$6M+2.66%
Q1 202332.2K$5M+2.51%
Q4 202224.5K$3M+1.79%
Q3 202225.9K$4M+2.26%
Q2 202228.6K$4M+2.48%
Q1 202228.8K$5M+3.32%
Q4 202121.7K$4M+3.07%

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