SEC 13F Intelligence

Landmark Wealth Management, Inc. / AAPL

Landmark Wealth Management, Inc.’s Apple Inc Position

Does Landmark Wealth Management, Inc. own Apple Inc (AAPL)? Yes — 35.0K shares worth $9M (+3.35% of its 13F portfolio) as of Q1 2026, down from 35.0K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
35.0K
% of Portfolio
+3.35%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’23: $6MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ2 ’24Q3 ’24: $7MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $7MQ2 ’25Q3 ’25: $9MQ4 ’25: $10MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.0K$9M+3.35%
Q4 202535.0K$10M+3.59%
Q3 202535.9K$9M+3.57%
Q2 202536.2K$7M+3.18%
Q1 202536.0K$8M+3.81%
Q4 202436.0K$9M+4.38%
Q3 202429.0K$7M+3.37%
Q2 202429.2K$6M+3.38%
Q1 202429.6K$5M+52.22%
Q4 202329.6K$6M+58.77%

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