Amplius Wealth Advisors, LLC / AAPL
Amplius Wealth Advisors, LLC’s Apple Inc Position
Does Amplius Wealth Advisors, LLC own Apple Inc (AAPL)? Yes — 47.1K shares worth $12M (+1.00% of its 13F portfolio) as of Q1 2026, down from 47.5K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
47.1K
% of Portfolio
+1.00%
Quarters Held
18
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 47.1K | $12M | +1.00% |
| Q4 2025 | 47.5K | $13M | +1.08% |
| Q3 2025 | 48.5K | $12M | +1.07% |
| Q2 2025 | 63.0K | $13M | +1.20% |
| Q1 2025 | 59.4K | $13M | +1.37% |
| Q4 2024 | 59.8K | $15M | +1.53% |
| Q3 2024 | 59.2K | $14M | +1.50% |
| Q2 2024 | 58.8K | $12M | +1.38% |
| Q1 2024 | 60.2K | $10M | +1.16% |
| Q4 2023 | 59.7K | $11M | +1.39% |
| Q3 2023 | 55.3K | $9M | +1.27% |
| Q2 2023 | 56.1K | $11M | +1.46% |
| Q1 2023 | 57.9K | $10M | +1.37% |
| Q4 2022 | 57.7K | $8M | +1.20% |
| Q3 2022 | 54.6K | $8M | +1.35% |
| Q2 2022 | 52.2K | $7M | +1.15% |
| Q1 2022 | 53.6K | $9M | +1.44% |
| Q4 2021 | 56.4K | $10M | +1.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amplius Wealth Advisors, LLC’s full portfolio or all institutional holders of AAPL.