Position in AAPL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,128,029
-$175,984 QoQ
Shares Held
8,385
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
10.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026Waterford Advisors, LLC holds $2,157,460 across 2 Consumer Electronics names. AAPL ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
8,385 | $2,128,029 | |
| 2 | VUZI |
Vuzix Corp
|
12,741 | $29,431 |
All Filings in AAPL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,128,029 | 8,385 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,304,013 | 8,475 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $2,124,378 | 8,343 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,727,658 | 276,491 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,847,233 | 8,316 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,095,264 | 8,367 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,950,210 | 8,370 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,763,100 | 8,371 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,431,686 | 8,349 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,625,915 | 8,445 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,445,868 | 8,445 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,618,679 | 8,345 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,384,335 | 8,395 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,125,323 | 8,661 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||