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AXXCESS WEALTH MANAGEMENT, LLC → AAPL
AXXCESS WEALTH MANAGEMENT, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
12
Latest value
$2M
Q3 2026
Peak value
$3.1B
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $135.2M |
| Q3 2025 | $1.3M |
| Q4 2025 | $3.1B |
| Q4 2025 | $158.5M |
| Q4 2025 | $7.3M |
| Q4 2025 | $2.4M |
| Q1 2026 | $136.2M |
| Q1 2026 | $4.2M |
| Q2 2026 | $159M |
| Q2 2026 | $4.3M |
| Q3 2026 | $90.6M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 25.2K | — | — |
| Q3 2026 | $90.6M | 284.3K | — | — |
| Q2 2026 | $4.3M | 51.3K | — | — |
| Q2 2026 | $159M | 561.6K | — | — |
| Q1 2026 | $4.2M | 51.2K | — | — |
| Q1 2026 | $136.2M | 552.9K | — | — |
| Q4 2025 | $2.4M | 31.4K | — | — |
| Q4 2025 | $7.3M | 94.4K | — | — |
| Q4 2025 | $158.5M | 604.2K | — | — |
| Q4 2025 | $3.1B | 11.80M | — | — |
| Q3 2025 | $1.3M | 17.0K | — | — |
| Q3 2025 | $135.2M | 551.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B