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B. Riley Wealth Advisors, Inc. → AAPL
B. Riley Wealth Advisors, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
18
Latest value
$696K
Q3 2026
Peak value
$146.1M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $146.1M |
| Q1 2025 | $2.9M |
| Q1 2025 | $958K |
| Q3 2025 | $89.6M |
| Q3 2025 | $2.9M |
| Q3 2025 | $7.1M |
| Q3 2025 | $774K |
| Q4 2025 | $90.8M |
| Q4 2025 | $1.3M |
| Q4 2025 | $5M |
| Q4 2025 | $789K |
| Q1 2026 | $55.1M |
| Q1 2026 | $1.2M |
| Q1 2026 | $604K |
| Q2 2026 | $64.2M |
| Q2 2026 | $681K |
| Q3 2026 | $112M |
| Q3 2026 | $696K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $696K | 8.6K | — | — |
| Q3 2026 | $112M | 336.4K | — | — |
| Q2 2026 | $681K | 8.1K | — | — |
| Q2 2026 | $64.2M | 227.7K | — | — |
| Q1 2026 | $604K | 7.4K | — | — |
| Q1 2026 | $1.2M | 481.5K | — | — |
| Q1 2026 | $55.1M | 223.2K | — | — |
| Q4 2025 | $789K | 10.2K | — | — |
| Q4 2025 | $5M | 18.5K | — | — |
| Q4 2025 | $1.3M | 4.7K | — | — |
| Q4 2025 | $90.8M | 333.9K | — | — |
| Q3 2025 | $774K | 9.9K | — | — |
| Q3 2025 | $7.1M | 2.80M | — | — |
| Q3 2025 | $2.9M | 1.16M | — | — |
| Q3 2025 | $89.6M | 351.8K | — | — |
| Q1 2025 | $958K | 11.7K | — | — |
| Q1 2025 | $2.9M | 12.9K | — | — |
| Q1 2025 | $146.1M | 657.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B