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Capital Advisors Wealth Management, LLC → AAPL
Capital Advisors Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$5.4M
Q3 2026
Peak value
$19.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15.2M |
| Q3 2025 | $5.1M |
| Q4 2025 | $16.3M |
| Q4 2025 | $5M |
| Q1 2026 | $14.8M |
| Q1 2026 | $5.2M |
| Q2 2026 | $16.8M |
| Q2 2026 | $5.5M |
| Q3 2026 | $19.2M |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 66.6K | — | — |
| Q3 2026 | $19.2M | 57.7K | — | — |
| Q2 2026 | $5.5M | 66.7K | — | — |
| Q2 2026 | $16.8M | 58.2K | — | — |
| Q1 2026 | $5.2M | 63.9K | — | — |
| Q1 2026 | $14.8M | 58.4K | — | — |
| Q4 2025 | $5M | 63.9K | — | — |
| Q4 2025 | $16.3M | 60.0K | — | — |
| Q3 2025 | $5.1M | 64.7K | — | — |
| Q3 2025 | $15.2M | 59.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B