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Accel Wealth Management → AAPL

Accel Wealth Management AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$301K
Q3 2026
Peak value
$9.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.9M
Q4 2025$295K
Q1 2026$7.2M
Q1 2026$324K
Q2 2026$8.1M
Q2 2026$320K
Q3 2026$9.3M
Q3 2026$301K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$301K3.7K——
Q3 2026$9.3M27.9K——
Q2 2026$320K3.9K——
Q2 2026$8.1M27.9K——
Q1 2026$324K4.0K——
Q1 2026$7.2M28.4K——
Q4 2025$295K3.8K——
Q4 2025$7.9M29.0K——

Other funds holding AAPL

Other Accel Wealth Management positions

ETHA

ISHARES TR

$22M
ETHA

ISHARES TR

$19.6M
ETHA

ISHARES TR

$17.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$17M
ETHA

ISHARES TR

$16M
SCHW-PJ

SCHWAB STRATEGIC TR

$14.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$12M