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Bucket List Wealth Management, LLC → AAPL

Bucket List Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$2.1M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.8M
Q1 2026$1.5M
Q2 2026$1.8M
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M6.2K——
Q2 2026$1.8M6.1K——
Q1 2026$1.5M6.0K——
Q4 2025$2.8M10.4K——

Other funds holding AAPL

Other Bucket List Wealth Management, LLC positions

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$29M
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PUTNAM ETF TRUST

$28.5M
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VANGUARD INDEX FDS

$27.7M
PPT

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$26.7M
VGES

VANGUARD INDEX FDS

$22.9M
VGES

VANGUARD INDEX FDS

$22.4M
STT-PG

SPDR SERIES TRUST

$20M
ETHA

INVESCO EXCH TRADED FD TR II

$17.8M