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Aprio Wealth Management, LLC → AAPL

Aprio Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$34M
Q3 2026
Peak value
$34M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$18.4M
Q4 2025$25.9M
Q1 2026$24.8M
Q2 2026$28.1M
Q3 2026$34M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$34M102.1K——
Q2 2026$28.1M97.2K——
Q1 2026$24.8M97.6K——
Q4 2025$25.9M95.4K——
Q3 2025$18.4M72.3K——

Other funds holding AAPL

Other Aprio Wealth Management, LLC positions

COF-PN

CAPITAL GROUP GROWTH ETF

$84.4M
NEE-PS

DIMENSIONAL ETF TRUST

$77.2M
NEE-PS

DIMENSIONAL ETF TRUST

$77.2M
NEE-PS

DIMENSIONAL ETF TRUST

$74.7M
NEE-PS

DIMENSIONAL ETF TRUST

$68.4M
COF-PN

CAPITAL GROUP CORE BALANCED

$65.6M
COF-PN

CAPITAL GROUP CORE BALANCED

$64.1M
COF-PN

CAPITAL GROUP CORE BALANCED

$64M