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Bradley & Co. Private Wealth Management, LLC → AAPL
Bradley & Co. Private Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
9
Latest value
$1M
Q3 2026
Peak value
$17M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.8M |
| Q3 2025 | $1.6M |
| Q4 2025 | $15.1M |
| Q1 2026 | $14.1M |
| Q1 2026 | $795K |
| Q2 2026 | $16.1M |
| Q2 2026 | $906K |
| Q3 2026 | $17M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 3.1K | — | — |
| Q3 2026 | $17M | 51.0K | — | — |
| Q2 2026 | $906K | 3.1K | — | — |
| Q2 2026 | $16.1M | 55.8K | — | — |
| Q1 2026 | $795K | 3.1K | — | — |
| Q1 2026 | $14.1M | 55.4K | — | — |
| Q4 2025 | $15.1M | 55.4K | — | — |
| Q3 2025 | $1.6M | 6.2K | — | — |
| Q3 2025 | $12.8M | 50.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
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