SEC 13F Intelligence

Barnes Wealth Management Group, Inc / AAPL

Barnes Wealth Management Group, Inc’s Apple Inc Position

Does Barnes Wealth Management Group, Inc own Apple Inc (AAPL)? Yes — 23.4K shares worth $6M (+3.01% of its 13F portfolio) as of Q1 2026, up from 18.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
23.4K
% of Portfolio
+3.01%
Quarters Held
5
currently held

Position History AAPL

Reported value by quarter
Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.4K$6M+3.01%
Q4 202518.9K$5M+2.74%
Q3 202518.7K$5M+2.62%
Q2 202518.7K$4M+2.27%
Q1 202518.5K$4M+2.64%

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