Confluence Wealth Services, Inc. / AAPL
Confluence Wealth Services, Inc.’s Apple Inc Position
Does Confluence Wealth Services, Inc. own Apple Inc (AAPL)? Yes — 166.8K shares worth $42M (+1.64% of its 13F portfolio) as of Q1 2026, down from 167.3K shares the prior filed quarter.
Position Value
$42M
Q1 2026
Shares
166.8K
% of Portfolio
+1.64%
Quarters Held
17
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 166.8K | $42M | +1.64% |
| Q4 2025 | 167.3K | $45M | +1.88% |
| Q3 2025 | 178.1K | $45M | +2.23% |
| Q2 2025 | 177.7K | $36M | +1.99% |
| Q1 2025 | 189.8K | $39M | +2.45% |
| Q4 2024 | 177.1K | $40M | +2.58% |
| Q3 2024 | 183.9K | $43M | +3.13% |
| Q2 2024 | 185.3K | $39M | +3.11% |
| Q1 2024 | 149.8K | $26M | +2.27% |
| Q4 2023 | 143.8K | $28M | +3.03% |
| Q3 2023 | 140.2K | $24M | +4.74% |
| Q2 2023 | 138.6K | $27M | +5.70% |
| Q1 2023 | 138.4K | $23M | +5.32% |
| Q4 2022 | 136.0K | $18M | +4.59% |
| Q3 2022 | 134.7K | $19M | +7.88% |
| Q1 2022 | 161.1K | $28M | +10.16% |
| Q4 2021 | 160.8K | $29M | +9.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Confluence Wealth Services, Inc.’s full portfolio or all institutional holders of AAPL.