SEC 13F Intelligence

Vance Wealth, LLC / AAPL

Vance Wealth, LLC’s Apple Inc Position

Does Vance Wealth, LLC own Apple Inc (AAPL)? Yes44.2K shares worth $11M (+3.24% of its 13F portfolio) as of Q1 2026, up from 41.9K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
44.2K
% of Portfolio
+3.24%
Quarters Held
18
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $5MQ1 ’23: $7MQ2 ’23: $8MQ2 ’23Q3 ’23: $7MQ4 ’23: $8MQ1 ’24: $7MQ1 ’24Q2 ’24: $8MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ3 ’25: $11MQ3 ’25Q4 ’25: $11MQ1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.2K$11M+3.24%
Q4 202541.9K$11M+3.39%
Q3 202542.7K$11M+3.34%
Q2 202538.6K$8M+2.67%
Q1 202537.7K$8M+3.15%
Q4 202437.2K$9M+3.60%
Q3 202439.6K$9M+3.49%
Q2 202439.8K$8M+3.44%
Q1 202440.3K$7M+2.75%
Q4 202340.1K$8M+3.35%
Q3 202340.2K$7M+3.22%
Q2 202339.9K$8M+3.52%
Q1 202342.9K$7M+3.80%
Q4 202235.6K$5M+2.89%
Q3 202235.6K$5M+3.78%
Q2 202235.4K$5M+3.74%
Q1 202235.6K$6M+7.86%
Q4 202131.0K$6M+5.40%

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