Position in AAPL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$10,676,226
+$1,449,438 QoQ
Shares Held
36,896
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
10.35%
of 13F equity value
Holder Rank
#298
of 773 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Elmwood Wealth Management, Inc. holds $10,769,659 across 2 Consumer Electronics names. AAPL ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
36,896 | $10,676,226 | |
| 2 | LPL |
LG Display Co., Ltd.
|
24,019 | $93,433 |
All Filings in AAPL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,676,226 | 36,896 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $9,226,788 | 36,356 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $9,416,686 | 34,638 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,592,624 | 25,891 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,549,439 | 22,174 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,260,038 | 23,680 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $6,005,572 | 23,982 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,472,005 | 23,485 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $5,170,089 | 24,547 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,363,651 | 25,447 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,918,948 | 20,355 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,910,474 | 28,681 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,598,750 | 28,864 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,621,770 | 34,092 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,501,684 | 34,647 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $4,773,842 | 34,543 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 | $4,722,106 | 34,478 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,197,196 | 34,361 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $1,090,930 | 9,420 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $859,104 | 9,420 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $956,448 | 15,045 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||