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Cupertino Today
By the People, for the People
Integrated Wealth Concepts LLC Boosts Apple Inc. Stake
Firm increased holdings in tech giant by 3.6% in Q3
Mar. 17, 2026 at 9:35am
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Integrated Wealth Concepts LLC, an investment management firm, increased its stake in Apple Inc. (NASDAQ:AAPL) by 3.6% in the third quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 963,471 shares of the iPhone maker's stock, valued at $245,329,000.
Why it matters
Apple is one of the most widely held and influential technology companies, and institutional investors' positions in the stock can provide insights into broader market sentiment and expectations around the company's performance.
The details
Integrated Wealth Concepts LLC acquired an additional 33,200 shares of Apple during the third quarter, bringing its total holdings to nearly 1 million shares. The firm's position in Apple accounts for approximately 2.2% of its total portfolio, making it the third-largest holding. The increase in stake suggests Integrated Wealth Concepts' confidence in Apple's long-term growth prospects.
- Integrated Wealth Concepts LLC increased its Apple stake in the third quarter of 2026.
The players
Integrated Wealth Concepts LLC
An investment management firm that has increased its stake in Apple Inc.
Apple Inc.
A multinational technology company headquartered in Cupertino, California, known for its consumer electronics, software, and digital services.
The takeaway
Integrated Wealth Concepts' increased stake in Apple suggests the firm's confidence in the tech giant's long-term growth potential, which could be a positive signal for Apple's stock performance going forward.
