SEC 13F Intelligence

Precedent Wealth Partners, LLC / AAPL

Precedent Wealth Partners, LLC’s Apple Inc Position

Does Precedent Wealth Partners, LLC own Apple Inc (AAPL)? Yes — 23.8K shares worth $6M (+1.21% of its 13F portfolio) as of Q1 2026, up from 23.5K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
23.8K
% of Portfolio
+1.21%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.8K$6M+1.21%
Q4 202523.5K$6M+1.34%
Q3 202522.8K$6M+1.28%
Q2 202522.8K$5M+1.14%
Q1 202521.7K$5M+1.34%
Q4 202420.5K$5M+1.68%
Q3 202420.2K$5M+1.55%
Q2 202418.4K$4M+1.56%
Q1 202415.4K$3M+1.13%
Q4 202315.7K$3M+1.53%

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