Concord Wealth Partners

Position in AAPL — Apple Inc.

CIK 1814214 ABINGDON, VA

Position in AAPL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$20,172,153

+$2,774,595 QoQ

Shares Held

69,713

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

5.53%

of 13F equity value

Holder Rank

#2,020

of 6,094 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Concord Wealth Partners holds $20,172,154 across 3 Consumer Electronics names. AAPL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	69,713	$20,172,153
2	GPRO	GoPro, Inc.	2	$1
3	SONY	Sony Group Corp	0	$0

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,172,153	69,713	+1.7%	Shares	Sole	2026-07-27
2026-03-31	$17,397,558	68,551	+5.0%	Shares	Sole	2026-05-01
2025-12-31	$17,752,729	65,301	+0.9%	Shares	Sole	2026-01-29
2025-09-30	$16,471,505	64,688	-6.0%	Shares	Sole	2025-11-05
2025-06-30	$14,113,233	68,788	-8.0%	Shares	Sole	2025-07-25
2025-03-31	$16,612,880	74,789	-5.5%	Shares	Sole	2025-05-02
2024-12-31	$19,808,973	79,103	+0.8%	Shares	Sole	2025-01-24
2024-09-30	$18,289,568	78,496	+3.4%	Shares	Sole	2024-10-24
2024-06-30	$15,996,378	75,949	+5.6%	Shares	Sole	2024-07-31
2024-03-31	$12,334,041	71,927	+16.7%	Shares	Sole	2024-04-30
2023-12-31	$11,867,741	61,641	+15.5%	Shares	Sole	2024-04-30
2023-09-30	$9,138,676	53,377	+2.0%	Shares	Sole	2024-04-30
2023-06-30	$10,155,299	52,355	+24.6%	Shares	Sole	2023-08-08
2023-03-31	$6,929,262	42,021	+4.5%	Shares	Sole	2023-04-26
2022-12-31	$5,226,174	40,223	-11.7%	Shares	Sole	2023-01-30
2022-09-30	$6,298,879	45,578	+0.9%	Shares	Sole	2022-11-10
2022-06-30	$6,178,376	45,190	+14.9%	Shares	Sole	2022-08-04
2022-03-31	$6,870,030	39,345	+6.0%	Shares	Sole	2022-04-20
2021-12-31	$6,594,061	37,135	+129.6%	Shares	Sole	2022-01-21
2021-09-30	$2,288,338	16,172	-48.5%	Shares	Sole	2021-11-09
2021-06-30	$4,302,598	31,415	-6.1%	Shares	Sole	2021-07-29
2021-03-31	$4,086,650	33,456	+23.2%	Shares	Sole	2021-05-13
2020-12-31	$3,603,064	27,154	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.