SEC 13F Intelligence

Sun Group Wealth Partners / AAPL

Sun Group Wealth Partners’s Apple Inc Position

Does Sun Group Wealth Partners own Apple Inc (AAPL)? Yes49.9K shares worth $13M (+9.97% of its 13F portfolio) as of Q1 2026, down from 51.5K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
49.9K
% of Portfolio
+9.97%
Quarters Held
2
currently held

Position History AAPL

Reported value by quarter
Q4 ’25: $14MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.9K$13M+9.97%
Q4 202551.5K$14M+11.24%

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