SEC 13F Intelligence

Heritage Wealth Management, Inc. /Ca/ / AAPL

Heritage Wealth Management, Inc. /Ca/’s Apple Inc Position

Does Heritage Wealth Management, Inc. /Ca/ own Apple Inc (AAPL)? Yes — 26.6K shares worth $7M (+3.73% of its 13F portfolio) as of Q1 2026, up from 26.3K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
26.6K
% of Portfolio
+3.73%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $7MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.6K$7M+3.73%
Q4 202526.3K$7M+4.54%
Q3 202528.4K$7M+4.84%
Q2 202529.5K$6M+4.04%
Q1 202530.2K$7M+5.04%
Q4 202425.8K$6M+4.66%
Q3 202425.0K$6M+4.13%
Q2 202424.8K$5M+3.83%
Q1 202424.9K$4M+3.23%
Q4 202325.9K$5M+3.98%

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