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BRANDYWINE OAK PRIVATE WEALTH LLC → AAPL

BRANDYWINE OAK PRIVATE WEALTH LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$39.6M
Q3 2026
Peak value
$39.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$33.2M
Q4 2025$33.2M
Q1 2026$30.6M
Q2 2026$34.4M
Q3 2026$39.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$39.6M118.8K——
Q2 2026$34.4M118.8K——
Q1 2026$30.6M120.5K——
Q4 2025$33.2M122.3K——
Q3 2025$33.2M130.5K——

Other funds holding AAPL

Other BRANDYWINE OAK PRIVATE WEALTH LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$158.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$156.2M
VGES

VANGUARD INDEX FDS

$150.8M
VGES

VANGUARD INDEX FDS

$148.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$144.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$142.3M
VGES

VANGUARD INDEX FDS

$137.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$135.7M