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BROWN WEALTH MANAGEMENT, LLC → AAPL

BROWN WEALTH MANAGEMENT, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$6.8M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4M
Q4 2025$4.9M
Q1 2026$4.9M
Q2 2026$5.8M
Q3 2026$6.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.8M20.4K——
Q2 2026$5.8M20.0K——
Q1 2026$4.9M19.1K——
Q4 2025$4.9M17.9K——
Q3 2025$4M15.6K——

Other funds holding AAPL

Other BROWN WEALTH MANAGEMENT, LLC positions

ETHA

ISHARES TR

$78.6M
ETHA

ISHARES TR

$78.2M
ETHA

ISHARES TR

$69.6M
ETHA

ISHARES TR

$67.2M
VGES

VANGUARD INDEX FDS

$35.1M
VGES

VANGUARD INDEX FDS

$33.1M
VGES

VANGUARD TAX-MANAGED FDS

$31.8M
ETHA

ISHARES TR

$31.8M