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Aries Wealth Management → AAPL

Aries Wealth Management AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$28.3M
Q3 2026
Peak value
$28.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$22.3M
Q4 2025$23.7M
Q1 2026$21.9M
Q2 2026$25M
Q3 2026$28.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28.3M85.1K——
Q2 2026$25M86.3K——
Q1 2026$21.9M86.3K——
Q4 2025$23.7M87.3K——
Q3 2025$22.3M87.7K——

Other funds holding AAPL

Other Aries Wealth Management positions

VGES

VANGUARD INDEX FDS

$23.7M
ETHA

ISHARES TR

$22.5M
VGES

VANGUARD INDEX FDS

$22.5M
ETHA

ISHARES TR

$21.8M
SPY

STATE STR SPDR S&P 500 ETF T

$20.5M
VGES

VANGUARD INDEX FDS

$20.2M
SPY

STATE STR SPDR S&P 500 ETF T

$19.8M
VGES

VANGUARD INDEX FDS

$19.8M