SHP Wealth Management

Position in AAPL — Apple Inc.

CIK 1807060 PLYMOUTH, MA

Position in AAPL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$20,996,250

+$4,246,364 QoQ

Shares Held

72,561

+9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

7.49%

of 13F equity value

Holder Rank

#1,979

of 6,095 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SHP Wealth Management holds $21,013,879 across 4 Consumer Electronics names. AAPL ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	72,561	$20,996,250
2	SONY	Sony Group Corp	517	$10,371
3	LPL	LG Display Co., Ltd.	1,766	$6,869
4	GPRO	GoPro, Inc.	500	$389

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,996,250	72,561	+9.9%	Shares	Sole	2026-08-11
2026-03-31	$16,749,886	65,999	+1.3%	Shares	Sole	2026-05-08
2025-12-31	$17,711,950	65,151	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.