SEC 13F Intelligence

Abound Wealth Management / AAPL

Abound Wealth Management’s Apple Inc Position

Does Abound Wealth Management own Apple Inc (AAPL)? Yes — 38.4K shares worth $11M (+2.20% of its 13F portfolio) as of Q2 2026, down from 42.2K shares the prior filed quarter.

Position Value
$11M
Q2 2026
Shares
38.4K
% of Portfolio
+2.20%
Quarters Held
9
currently held

Position History AAPL

Reported value by quarter
Q2 ’24: $3MQ2 ’24Q3 ’24: $8MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $8MQ2 ’25Q3 ’25: $10MQ4 ’25: $12MQ4 ’25Q1 ’26: $11MQ2 ’26: $11MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202638.4K$11M+2.20%
Q1 202642.2K$11M+2.44%
Q4 202542.3K$12M+2.69%
Q3 202538.9K$10M+2.48%
Q2 202540.0K$8M+2.32%
Q1 202539.6K$9M+2.94%
Q4 202434.5K$9M+2.77%
Q3 202434.7K$8M+2.68%
Q2 202418.8K$3M+1.43%

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