Back to AAPL

Altus Wealth Management, LLC → AAPL

Altus Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$925K
Q4 2025$988K
Q1 2026$718K
Q2 2026$952K
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M3.4K——
Q2 2026$952K3.3K——
Q1 2026$718K2.8K——
Q4 2025$988K3.6K——
Q3 2025$925K3.6K——

Other funds holding AAPL

Other Altus Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$57.6M
VGES

VANGUARD INDEX FDS

$56M
VGES

VANGUARD INDEX FDS

$50.3M
VGES

VANGUARD INDEX FDS

$49.8M
VGES

VANGUARD INDEX FDS

$48.2M
QQQ

INVESCO QQQ TR

$47.8M
QQQ

INVESCO QQQ TR

$47.2M
IVZ

INVESCO EXCHANGE TRADED FD T

$41.1M