SEC 13F Intelligence

Aviso Wealth Management / AAPL

Aviso Wealth Management’s Apple Inc Position

Does Aviso Wealth Management own Apple Inc (AAPL)? Yes — 72.5K shares worth $18M (+8.30% of its 13F portfolio) as of Q1 2026, down from 78.3K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
72.5K
% of Portfolio
+8.30%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’23: $15MQ4 ’23Q1 ’24: $13MQ2 ’24: $16MQ2 ’24Q3 ’24: $19MQ4 ’24: $20MQ4 ’24Q1 ’25: $18MQ2 ’25: $16MQ2 ’25Q3 ’25: $20MQ4 ’25: $21MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.5K$18M+8.30%
Q4 202578.3K$21M+8.95%
Q3 202579.3K$20M+8.80%
Q2 202579.8K$16M+7.65%
Q1 202579.4K$18M+9.37%
Q4 202480.6K$20M+10.29%
Q3 202481.3K$19M+10.27%
Q2 202477.3K$16M+9.66%
Q1 202478.0K$13M+8.44%
Q4 202375.6K$15M+10.55%

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