Back to AAPL

4J Wealth Management LLC → AAPL

4J Wealth Management LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$5.5M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.7M
Q1 2026$4.4M
Q2 2026$4.8M
Q3 2026$5.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.5M16.5K——
Q2 2026$4.8M16.6K——
Q1 2026$4.4M17.2K——
Q4 2025$4.7M17.2K——

Other funds holding AAPL

Other 4J Wealth Management LLC positions

ETHA

ISHARES TR

$26.2M
ETHA

ISHARES TR

$25.8M
ETHA

ISHARES TR

$25.7M
ETHA

ISHARES TR

$22.6M
TLN

T ROWE PRICE EXCHANGE-TRADED

$20.5M
ETHA

BLACKROCK ETF TRUST

$19M
TLN

T ROWE PRICE EXCHANGE-TRADED

$18.8M
ETHA

BLACKROCK ETF TRUST

$18M
4J Wealth Management LLC AAPL Holdings: 13F Position History | Track13F