Kellett Wealth Advisors, LLC / AAPL
Kellett Wealth Advisors, LLC’s Apple Inc Position
Does Kellett Wealth Advisors, LLC own Apple Inc (AAPL)? Yes — 14.7K shares worth $4M (+2.03% of its 13F portfolio) as of Q1 2026, up from 14.5K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
14.7K
% of Portfolio
+2.03%
Quarters Held
18
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 14.7K | $4M | +2.03% |
| Q4 2025 | 14.5K | $4M | +2.25% |
| Q3 2025 | 14.7K | $4M | +2.26% |
| Q2 2025 | 14.8K | $3M | +1.99% |
| Q1 2025 | 13.6K | $3M | +2.09% |
| Q4 2024 | 13.6K | $3M | +2.34% |
| Q3 2024 | 13.4K | $3M | +2.23% |
| Q2 2024 | 13.5K | $3M | +2.30% |
| Q1 2024 | 14.1K | $2M | +1.67% |
| Q4 2023 | 14.3K | $3M | +2.04% |
| Q3 2023 | 15.1K | $3M | +2.21% |
| Q2 2023 | 15.4K | $3M | +2.71% |
| Q1 2023 | 16.3K | $3M | +2.59% |
| Q4 2022 | 18.5K | $2M | +2.33% |
| Q3 2022 | 17.8K | $3M | +3.32% |
| Q2 2022 | 20.7K | $3M | +3.66% |
| Q1 2022 | 21.1K | $4M | +2.91% |
| Q4 2021 | 21.0K | $4M | +2.85% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kellett Wealth Advisors, LLC’s full portfolio or all institutional holders of AAPL.