Question 1

How many shares of AAPL does Integrated Wealth Concepts LLC own?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC holds 1.4M shares of AAPL (APPLE INC).

Question 2

What is Integrated Wealth Concepts LLC's AAPL position worth?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC's AAPL position is worth $393.4M.

Question 3

Is Integrated Wealth Concepts LLC buying or selling AAPL?

Accepted Answer

In 2026-Q2, Integrated Wealth Concepts LLC increased their AAPL position (+34.1% change in shares).

Question 4

When did Integrated Wealth Concepts LLC first buy AAPL?

Accepted Answer

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in AAPL in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.4M	+34.1%	$393.4M	1.9%	$289.11	63
2026-Q1	Increased	1M	+80.3%	$257.3M	2.1%	$263.75	81
2025-Q4	Decreased	562,225	-41.6%	$152.8M	1.8%	$272.82	0
2025-Q3	Increased	963,471	+3.6%	$245.3M	2.2%	$253.95	55
2025-Q2	Increased	930,271	+2.5%	$190.9M	1.9%	$200.47	49
2025-Q1	Decreased	907,821	-5.4%	$201.7M	2.4%	$216.95	0
2024-Q4	Increased	959,519	+4.7%	$240.3M	2.8%	$250.83	55
2024-Q3	Decreased	916,382	-0.1%	$213.5M	2.6%	$226.30	0