SEC 13F Intelligence

Mowery & Schoenfeld Wealth Management, LLC / AAPL

Mowery & Schoenfeld Wealth Management, LLC’s Apple Inc Position

Does Mowery & Schoenfeld Wealth Management, LLC own Apple Inc (AAPL)? Yes — 13.8K shares worth $4M (+5.37% of its 13F portfolio) as of Q1 2026, down from 14.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
13.8K
% of Portfolio
+5.37%
Quarters Held
9
currently held

Position History AAPL

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.8K$4M+5.37%
Q4 202514.7K$4M+5.79%
Q3 202514.8K$4M+6.48%
Q2 202515.0K$3M+4.67%
Q1 202515.3K$3M+6.66%
Q4 202413.8K$3M+6.72%
Q3 202413.2K$3M+4.87%
Q2 202412.7K$3M+3.83%
Q1 202411.8K$2M+3.88%

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