SEC 13F Intelligence

Findec Wealth Services, Inc. / AAPL

Findec Wealth Services, Inc.’s Apple Inc Position

Does Findec Wealth Services, Inc. own Apple Inc (AAPL)? Yes8.3K shares worth $2M (+2.59% of its 13F portfolio) as of Q1 2026, up from 7.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
8.3K
% of Portfolio
+2.59%
Quarters Held
14
currently held

Position History AAPL

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $5MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.3K$2M+2.59%
Q4 20257.9K$2M+2.31%
Q3 20258.0K$2M+2.12%
Q2 20258.2K$2M+1.75%
Q1 20259.1K$2M+1.99%
Q4 202421.9K$5M+3.81%
Q3 202424.7K$6M+3.34%
Q2 202424.8K$5M+3.30%
Q1 202425.8K$4M+2.78%
Q4 202325.6K$5M+3.30%
Q3 202326.8K$5M+3.32%
Q2 202326.8K$5M+3.64%
Q1 202326.5K$4M+3.30%
Q4 202227.7K$4M+2.97%

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