SEC 13F Intelligence

Axis Wealth Partners, LLC / AAPL

Axis Wealth Partners, LLC’s Apple Inc Position

Does Axis Wealth Partners, LLC own Apple Inc (AAPL)? Yes — 15.4K shares worth $4M (+2.07% of its 13F portfolio) as of Q1 2026, up from 15.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
15.4K
% of Portfolio
+2.07%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.4K$4M+2.07%
Q4 202515.0K$4M+2.25%
Q3 202515.4K$4M+2.29%
Q2 202510.9K$2M+1.47%
Q1 202510.4K$2M+1.70%
Q4 202410.4K$3M+2.19%

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