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Bison Wealth, LLC → AAPL

Bison Wealth, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$42.7M
Q3 2026
Peak value
$42.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$26.7M
Q4 2025$19.7M
Q1 2026$30.4M
Q2 2026$35.7M
Q3 2026$42.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$42.7M125.3K——
Q2 2026$35.7M114.1K——
Q1 2026$30.4M101.6K——
Q4 2025$19.7M79.3K——
Q3 2025$26.7M101.4K——

Other funds holding AAPL

Other Bison Wealth, LLC positions

VGES

VANGUARD INDEX FDS

$52.8M
VGES

VANGUARD TAX-MANAGED FDS

$49.6M
STT-PG

SPDR SERIES TRUST

$35.1M
VGES

VANGUARD INDEX FDS

$34.9M
QQQ

INVESCO QQQ TR

$29.7M
NVDA

NVIDIA CORPORATION

$29.3M
STT-PG

SPDR SERIES TRUST

$29.3M
ETHA

ISHARES TR

$28.4M