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Aegis Wealth Management, Inc. → AAPL
Aegis Wealth Management, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$106K
Q3 2026
Peak value
$2.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $43K |
| Q4 2025 | $1.6M |
| Q1 2026 | $40K |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.8M |
| Q2 2026 | $109K |
| Q3 2026 | $2.1M |
| Q3 2026 | $106K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $106K | 318 | — | — |
| Q3 2026 | $2.1M | 6.4K | — | — |
| Q2 2026 | $109K | 377 | — | — |
| Q2 2026 | $1.8M | 6.2K | — | — |
| Q1 2026 | $1.4M | 5.7K | — | — |
| Q1 2026 | $40K | 158 | — | — |
| Q4 2025 | $1.6M | 5.9K | — | — |
| Q4 2025 | $43K | 158 | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B