Back to AAPL

Avondale Wealth Management → AAPL

Avondale Wealth Management AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.5M
Q4 2025$3.7M
Q1 2026$4.1M
Q2 2026$4.3M
Q3 2026$4.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.6M13.8K——
Q2 2026$4.3M14.9K——
Q1 2026$4.1M16.0K——
Q4 2025$3.7M13.6K——
Q3 2025$3.5M13.8K——

Other funds holding AAPL

Other Avondale Wealth Management positions

ETHA

ISHARES TR

$46.2M
ETHA

ISHARES TR

$45.7M
ETHA

ISHARES TR

$39.2M
ETHA

ISHARES TR

$39M
ETHA

ISHARES TR

$37.2M
QQQ

INVESCO QQQ TR

$25.6M
QQQ

INVESCO QQQ TR

$25.5M
ETHA

ISHARES TR

$24.1M