SEC 13F Intelligence

Daymark Wealth Partners, LLC / AAPL

Daymark Wealth Partners, LLC’s Apple Inc Position

Does Daymark Wealth Partners, LLC own Apple Inc (AAPL)? Yes808.1K shares worth $205M (+6.45% of its 13F portfolio) as of Q1 2026, down from 865.7K shares the prior filed quarter.

Position Value
$205M
Q1 2026
Shares
808.1K
% of Portfolio
+6.45%
Quarters Held
14
currently held

Position History AAPL

Reported value by quarter
Q4 ’22: $30MQ4 ’22Q1 ’23: $42MQ2 ’23: $114MQ2 ’23Q3 ’23: $118MQ4 ’23: $133MQ4 ’23Q1 ’24: $118MQ2 ’24: $163MQ2 ’24Q3 ’24: $177MQ4 ’24: $190MQ4 ’24Q1 ’25: $170MQ2 ’25: $159MQ2 ’25Q3 ’25: $201MQ4 ’25: $235MQ4 ’25Q1 ’26: $205Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026808.1K$205M+6.45%
Q4 2025865.7K$235M+7.50%
Q3 2025789.6K$201M+6.83%
Q2 2025774.3K$159M+6.04%
Q1 2025765.1K$170M+7.30%
Q4 2024893.6K$190M+8.02%
Q3 2024897.2K$177M+7.51%
Q2 2024907.9K$163M+7.46%
Q1 2024823.8K$118M+6.35%
Q4 2023823.6K$133M+8.14%
Q3 2023813.5K$118M+8.10%
Q2 2023585.3K$114M+8.43%
Q1 2023256.6K$42M+5.61%
Q4 2022228.6K$30M+5.26%

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