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Buck Wealth Strategies, LLC → AAPL

Buck Wealth Strategies, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
10
Latest value
$363K
Q3 2026
Peak value
$24.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$19.7M
Q3 2025$393K
Q4 2025$20.4M
Q4 2025$364K
Q1 2026$19.5M
Q1 2026$356K
Q2 2026$22.3M
Q2 2026$354K
Q3 2026$24.6M
Q3 2026$363K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$363K4.5K——
Q3 2026$24.6M73.9K——
Q2 2026$354K4.3K——
Q2 2026$22.3M77.1K——
Q1 2026$356K4.3K——
Q1 2026$19.5M76.8K——
Q4 2025$364K4.7K——
Q4 2025$20.4M75.2K——
Q3 2025$393K5.0K——
Q3 2025$19.7M77.4K——

Other funds holding AAPL

Other Buck Wealth Strategies, LLC positions

ETHA

ISHARES TR

$108.3M
ETHA

ISHARES TR

$98.7M
ETHA

ISHARES TR

$81M
ETHA

ISHARES TR

$80.4M
ETHA

ISHARES TR

$68.6M
PDI

PIMCO ETF TR

$60.1M
PDI

PIMCO ETF TR

$58M
PDI

PIMCO ETF TR

$57.7M