SEC 13F Intelligence

Journey Strategic Wealth LLC / AAPL

Journey Strategic Wealth LLC’s Apple Inc Position

Does Journey Strategic Wealth LLC own Apple Inc (AAPL)? Yes878.2K shares worth $223M (+5.53% of its 13F portfolio) as of Q1 2026, up from 866.6K shares the prior filed quarter.

Position Value
$223M
Q1 2026
Shares
878.2K
% of Portfolio
+5.53%
Quarters Held
18
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $141MQ4 ’21Q1 ’22: $139MQ2 ’22: $109MQ3 ’22: $110MQ3 ’22Q4 ’22: $104MQ1 ’23: $132MQ2 ’23: $156MQ2 ’23Q3 ’23: $138MQ4 ’23: $155MQ1 ’24: $138MQ1 ’24Q2 ’24: $172MQ3 ’24: $196MQ4 ’24: $211MQ4 ’24Q1 ’25: $190MQ2 ’25: $185MQ3 ’25: $221MQ3 ’25Q4 ’25: $236MQ1 ’26: $223Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026878.2K$223M+5.53%
Q4 2025866.6K$236M+6.19%
Q3 2025866.9K$221M+6.23%
Q2 2025901.6K$185M+6.00%
Q1 2025853.6K$190M+6.61%
Q4 2024840.7K$211M+7.87%
Q3 2024839.8K$196M+7.17%
Q2 2024818.4K$172M+7.32%
Q1 2024806.5K$138M+6.12%
Q4 2023805.7K$155M+7.30%
Q3 2023804.5K$138M+6.57%
Q2 2023803.8K$156M+7.06%
Q1 2023802.7K$132M+13.91%
Q4 2022800.4K$104M+12.23%
Q3 2022796.7K$110M+14.86%
Q2 2022794.6K$109M+14.54%
Q1 2022794.8K$139M+15.13%
Q4 2021794.1K$141M+14.68%

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