Form 13-F position report

APPLE INC

Reported by Refined Wealth Management

Company profile Manager portfolio Source filing
AAPL CUSIP 037833100 Manager CIK 0001724729
Latest reported change

Reported 2,908 shares, down 100 (3.3%) from the prior quarter.

Reported value 10.2%; share count -3.3% vs. the prior quarter.

Reduced
% of reported 13F value 0.51% This manager · Q2 2026
Shares 2,908 Quarter-end amount reported
Reported value $841,459 Fair value at quarter end
Consecutive quarters held 21 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 2,609 -299 (-10.3%) 0.49% $868,849 2026-10-13
Q2 2026 Reduced 2,908 -100 (-3.3%) 0.51% $841,459 2026-07-21
Q1 2026 Reduced 3,008 -203 (-6.3%) 0.48% $763,509 2026-04-21
Q4 2025 Added 3,211 +361 (12.7%) 0.59% $873,032 2026-01-15
Q3 2025 Added 2,850 +100 (3.6%) 0.47% $725,756 2025-10-21
Q2 2025 Reduced 2,750 -219 (-7.4%) 0.39% $564,218 2025-07-17
Q1 2025 Reduced 2,969 -9,759 (-76.7%) 0.54% $659,504 2025-04-22
Q4 2024 Reduced 12,728 -57 (-0.4%) 2.43% $3,187,355 2025-01-22
Q3 2024 Added 12,785 +146 (1.2%) 2.3% $2,978,894 2024-10-18
Q2 2024 Added 12,639 +384 (3.1%) 2.05% $2,661,998 2024-07-18
Q1 2024 Reduced 12,255 -259 (-2.1%) 1.48% $2,101,447 2024-04-18
Q4 2023 Reduced 12,514 -2 (0.0%) 1.88% $2,409,256 2024-01-22
Q3 2023 Reduced 12,516 -77 (-0.6%) 1.92% $2,142,845 2023-10-16
Q2 2023 Added 12,593 +195 (1.6%) 2.01% $2,442,754 2023-07-17
Q1 2023 Added 12,398 +301 (2.5%) 1.81% $2,044,489 2023-04-17
Q4 2022 Added 12,097 +901 (8.0%) 1.38% $1,571,795 2023-01-17
Q3 2022 Added 11,196 +70 (0.6%) 1.4% $1,547,000 2022-10-20
Q2 2022 Added 11,126 +1,291 (13.1%) 1.36% $1,521,000 2022-07-19
Q1 2022 Reduced 9,835 -1,382 (-12.3%) 1.45% $1,717,000 2022-04-20
Q4 2021 Added 11,217 +491 (4.6%) 1.54% $1,992,000 2022-02-02
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

6274 managers reported APPLE INC for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 1,162,996,939 +18,301,514 5.0% $336,524,794,350 8 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Added 959,107,911 +5,260,263 5.93% $277,527,465,127 2 qtrs
STATE STREET CORPORATION Added 615,129,929 +12,788,520 5.26% $177,993,996,255 43 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 371,336,543 +2,719,589 5.72% $107,174,641,700 53 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC Added 334,119,156 +2,682,101 4.36% $96,680,718,979 2 qtrs
FMR LLC Added 325,348,754 +17,906,714 4.09% $94,142,915,411 53 qtrs
MORGAN STANLEY Reduced 242,614,238 -1,860,484 3.71% $70,202,856,513 53 qtrs
BERKSHIRE HATHAWAY INC Unchanged 227,917,808 0 22.04% $65,950,296,923 42 qtrs
JPMorgan Chase & Co Reduced 228,762,008 -2,860,133 3.57% $64,451,408,654 53 qtrs
NORGES BANK New 190,726,866 +190,726,866 5.5% $55,188,725,946 53 qtrs
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
July 21, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
2,908
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.