SEC 13F Intelligence

Eagle Wealth Advisors LLC / AAPL

Eagle Wealth Advisors LLC’s Apple Inc Position

Does Eagle Wealth Advisors LLC own Apple Inc (AAPL)? Yes36.1K shares worth $9M (+8.46% of its 13F portfolio) as of Q1 2026, down from 40.8K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
36.1K
% of Portfolio
+8.46%
Quarters Held
2
currently held

Position History AAPL

Reported value by quarter
Q4 ’25: $11MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.1K$9M+8.46%
Q4 202540.8K$11M+9.44%

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