SEC 13F Intelligence

Iams Wealth Management, LLC / AAPL

Iams Wealth Management, LLC’s Apple Inc Position

Does Iams Wealth Management, LLC own Apple Inc (AAPL)? Yes — 19.1K shares worth $6M (+1.67% of its 13F portfolio) as of Q2 2026, up from 18.8K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
19.1K
% of Portfolio
+1.67%
Quarters Held
12
currently held

Position History AAPL

Reported value by quarter
Q3 ’23: $873,685Q3 ’23Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $3MQ3 ’25: $6MQ3 ’25Q4 ’25: $5MQ1 ’26: $5MQ1 ’26Q2 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202619.1K$6M+1.67%
Q1 202618.8K$5M+1.66%
Q4 202518.0K$5M+1.77%
Q3 202523.0K$6M+2.35%
Q2 202513.8K$3M+1.30%
Q1 202516.1K$4M+1.64%
Q4 202416.4K$4M+1.88%
Q3 202411.9K$3M+1.37%
Q2 202410.3K$2M+1.19%
Q1 20246.5K$1M+0.72%
Q4 20235.3K$1M+0.65%
Q3 20235.1K$873,685+0.60%

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