SEC 13F Intelligence

Austin Wealth Management, LLC / AAPL

Austin Wealth Management, LLC’s Apple Inc Position

Does Austin Wealth Management, LLC own Apple Inc (AAPL)? Yes — 18.5K shares worth $5M (+1.09% of its 13F portfolio) as of Q1 2026, down from 26.4K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
18.5K
% of Portfolio
+1.09%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ2 ’24Q3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.5K$5M+1.09%
Q4 202526.4K$7M+1.01%
Q3 202527.4K$7M+1.11%
Q2 202528.7K$6M+1.06%
Q1 202528.9K$6M+1.21%
Q4 202426.3K$6M+1.25%
Q3 202424.1K$5M+1.20%
Q2 202424.4K$6M+1.30%
Q1 202423.7K$5M+1.12%
Q4 202318.5K$3M+0.90%

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