SEC 13F Intelligence

Ica Group Wealth Management, LLC / AAPL

Ica Group Wealth Management, LLC’s Apple Inc Position

Does Ica Group Wealth Management, LLC own Apple Inc (AAPL)? Yes — 28.0K shares worth $6M (+3.54% of its 13F portfolio) as of Q2 2024, down from 70.9K shares the prior filed quarter.

Position Value
$6M
Q2 2024
Shares
28.0K
% of Portfolio
+3.54%
Quarters Held
7
currently held

Position History AAPL

Reported value by quarter
Q3 ’22: $25MQ3 ’22Q4 ’22: $12MQ4 ’22Q1 ’23: $15MQ1 ’23Q2 ’23: $11MQ2 ’23Q3 ’23: $10MQ3 ’23Q1 ’24: $12MQ1 ’24Q2 ’24: $6MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202428.0K$6M+3.54%
Q1 202470.9K$12M+2.43%
Q3 202357.2K$10M+2.76%
Q2 202356.5K$11M+2.75%
Q1 202393.2K$15M+3.67%
Q4 202293.3K$12M+2.87%
Q3 2022179.3K$25M+5.26%

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