Phillips Wealth Planners LLC / AAPL
Phillips Wealth Planners LLC’s Apple Inc Position
Does Phillips Wealth Planners LLC own Apple Inc (AAPL)? Yes — 6.3K shares worth $2M (+1.39% of its 13F portfolio) as of Q1 2026, up from 5.9K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
6.3K
% of Portfolio
+1.39%
Quarters Held
13
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 6.3K | $2M | +1.39% |
| Q4 2025 | 5.9K | $1M | +1.18% |
| Q3 2025 | 6.0K | $2M | +1.27% |
| Q2 2025 | 4.9K | $1M | +0.93% |
| Q1 2025 | 5.0K | $998,273 | +1.05% |
| Q4 2024 | 4.5K | $1M | +1.07% |
| Q3 2024 | 5.7K | $1M | +1.26% |
| Q2 2024 | 5.4K | $1M | +1.33% |
| Q1 2024 | 4.8K | $805,173 | +0.93% |
| Q4 2023 | 4.3K | $819,649 | +0.99% |
| Q3 2023 | 5.4K | $939,222 | +1.27% |
| Q2 2023 | 5.2K | $1M | +1.33% |
| Q1 2023 | 5.3K | $896,079 | +1.18% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phillips Wealth Planners LLC’s full portfolio or all institutional holders of AAPL.