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BankPlus Wealth Management LLC → AAPL

BankPlus Wealth Management LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$7.7M
Q3 2026
Peak value
$7.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.3M
Q4 2025$6.7M
Q1 2026$6M
Q2 2026$6.8M
Q3 2026$7.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M23.1K——
Q2 2026$6.8M23.5K——
Q1 2026$6M23.5K——
Q4 2025$6.7M24.7K——
Q3 2025$6.3M24.9K——

Other funds holding AAPL

Other BankPlus Wealth Management LLC positions

ETHA

ISHARES TR

$63.9M
ETHA

ISHARES TR

$61.5M
ETHA

ISHARES TR

$52.9M
ETHA

ISHARES TR

$52.4M
ETHA

ISHARES TR

$49.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$17.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$16.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$16.7M