SEC 13F Intelligence

Cic Wealth, LLC / AAPL

Cic Wealth, LLC’s Apple Inc Position

Does Cic Wealth, LLC own Apple Inc (AAPL)? Yes — 134.7K shares worth $31M (+8.11% of its 13F portfolio) as of Q3 2024, down from 136.0K shares the prior filed quarter.

Position Value
$31M
Q3 2024
Shares
134.7K
% of Portfolio
+8.11%
Quarters Held
8
currently held

Position History AAPL

Reported value by quarter
Q4 ’22: $19MQ4 ’22Q1 ’23: $23MQ1 ’23Q2 ’23: $27MQ2 ’23Q3 ’23: $23MQ3 ’23Q4 ’23: $27MQ4 ’23Q1 ’24: $23MQ1 ’24Q2 ’24: $29MQ2 ’24Q3 ’24: $31MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024134.7K$31M+8.11%
Q2 2024136.0K$29M+7.89%
Q1 2024135.9K$23M+6.78%
Q4 2023141.7K$27M+8.65%
Q3 2023136.6K$23M+8.38%
Q2 2023137.4K$27M+9.21%
Q1 2023141.9K$23M+8.82%
Q4 2022143.3K$19M+7.69%

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