Back to AAPL

BANNERMAN WEALTH MANAGEMENT GROUP, LLC → AAPL

BANNERMAN WEALTH MANAGEMENT GROUP, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$552K
Q4 2025$670K
Q1 2026$755K
Q2 2026$1M
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M3.5K——
Q2 2026$1M3.5K——
Q1 2026$755K3.0K——
Q4 2025$670K2.5K——
Q3 2025$552K2.2K——

Other funds holding AAPL

Other BANNERMAN WEALTH MANAGEMENT GROUP, LLC positions

HONA

DIMENSIONAL ETF TRUST

$18.9M
HONA

DIMENSIONAL ETF TRUST

$18.9M
HONA

DIMENSIONAL ETF TRUST

$16.8M
HONA

DIMENSIONAL ETF TRUST

$16.5M
HONA

DIMENSIONAL ETF TRUST

$16.1M
CRDO

DIMENSIONAL ETF TRUST

$15.9M
CRDO

DIMENSIONAL ETF TRUST

$15.3M
CRDO

DIMENSIONAL ETF TRUST

$13.7M