SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / AAPL

Nicholson Wealth Management Group, LLC’s Apple Inc Position

Does Nicholson Wealth Management Group, LLC own Apple Inc (AAPL)? Yes — 11.3K shares worth $3M (+1.66% of its 13F portfolio) as of Q1 2026, up from 10.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
11.3K
% of Portfolio
+1.66%
Quarters Held
7
currently held

Position History AAPL

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.3K$3M+1.66%
Q4 202510.9K$3M+1.74%
Q3 202511.2K$3M+1.67%
Q2 202510.7K$2M+1.35%
Q1 202510.3K$2M+1.51%
Q4 202410.0K$2M+1.67%
Q3 20248.6K$2M+1.64%

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