SEC 13F Intelligence

Peterson Wealth Services / AAPL

Peterson Wealth Services’s Apple Inc Position

Does Peterson Wealth Services own Apple Inc (AAPL)? Yes93.4K shares worth $24M (+5.86% of its 13F portfolio) as of Q1 2026, up from 92.9K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
93.4K
% of Portfolio
+5.86%
Quarters Held
17
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $13MQ4 ’21Q1 ’22: $13MQ2 ’22: $11MQ3 ’22: $11MQ3 ’22Q4 ’22: $11MQ1 ’23: $14MQ2 ’23: $17MQ2 ’23Q4 ’23: $18MQ1 ’24: $17MQ2 ’24: $21MQ2 ’24Q3 ’24: $23MQ4 ’24: $25MQ1 ’25: $22MQ1 ’25Q2 ’25: $20MQ3 ’25: $24MQ4 ’25: $25MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202693.4K$24M+5.86%
Q4 202592.9K$25M+6.46%
Q3 20251.1K$24M+5.94%
Q2 202597.4K$20M+5.47%
Q1 202599.9K$22M+6.88%
Q4 202498.0K$25M+7.37%
Q3 202498.8K$23M+7.35%
Q2 202497.4K$21M+7.17%
Q1 202496.3K$17M+6.01%
Q4 202394.6K$18M+7.81%
Q2 202386.5K$17M+8.06%
Q1 202386.1K$14M+7.30%
Q4 202281.0K$11M+6.03%
Q3 202280.3K$11M+7.87%
Q2 202277.6K$11M+7.65%
Q1 202276.2K$13M+8.18%
Q4 202174.8K$13M+8.81%

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