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Ballast Rock Private Wealth LLC → AAPL

Ballast Rock Private Wealth LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$10.6M
Q3 2026
Peak value
$10.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8M
Q1 2026$8M
Q2 2026$9.2M
Q3 2026$10.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.6M31.9K——
Q2 2026$9.2M31.9K——
Q1 2026$8M31.6K——
Q4 2025$8M29.3K——

Other funds holding AAPL

Other Ballast Rock Private Wealth LLC positions

NOC

JANUS DETROIT STR TR

$10.1M
NOC

JANUS DETROIT STR TR

$5.4M
SPY

STATE STR SPDR S&P 500 ETF T

$5.4M
VGES

VANGUARD CALIF TAX FREE FDS

$5M
VGES

VANGUARD CALIF TAX FREE FDS

$4.9M
ETHA

ISHARES TR

$4.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.8M
VGES

VANGUARD CALIF TAX FREE FDS

$4.8M