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Alpha Omega Wealth Management LLC → AAPL

Alpha Omega Wealth Management LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$21.3M
Q3 2026
Peak value
$21.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$18.8M
Q1 2026$16.8M
Q2 2026$18.5M
Q3 2026$21.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21.3M63.8K——
Q2 2026$18.5M63.8K——
Q1 2026$16.8M66.3K——
Q4 2025$18.8M69.0K——

Other funds holding AAPL

Other Alpha Omega Wealth Management LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$41.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$41M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$40.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$40.3M
MSFT

MICROSOFT CORP

$26.2M
MSFT

MICROSOFT CORP

$25.2M
VGES

VANGUARD BD INDEX FDS

$25M
VGES

VANGUARD BD INDEX FDS

$24.5M