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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → AAPL
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$81
Q3 2026
Peak value
$9.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.7M |
| Q4 2025 | $78 |
| Q1 2026 | $7.4M |
| Q1 2026 | $82 |
| Q2 2026 | $8.4M |
| Q2 2026 | $83 |
| Q3 2026 | $9.9M |
| Q3 2026 | $81 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $81 | 1 | — | — |
| Q3 2026 | $9.9M | 29.8K | — | — |
| Q2 2026 | $83 | 1 | — | — |
| Q2 2026 | $8.4M | 29.0K | — | — |
| Q1 2026 | $82 | 1 | — | — |
| Q1 2026 | $7.4M | 29.1K | — | — |
| Q4 2025 | $78 | 1 | — | — |
| Q4 2025 | $7.7M | 28.2K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
SPY
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SPY
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SPY
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SPY
$141.2MSTATE STREET SPDR S&P 500 ETF
GAM-PB
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GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM