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CHERRYDALE WEALTH MANAGEMENT, LLC → AAPL

CHERRYDALE WEALTH MANAGEMENT, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.2M
Q1 2026$3.6M
Q2 2026$4.1M
Q3 2026$4.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.7M14.1K——
Q2 2026$4.1M14.0K——
Q1 2026$3.6M14.2K——
Q4 2025$4.2M15.6K——

Other funds holding AAPL

Other CHERRYDALE WEALTH MANAGEMENT, LLC positions

VGES

VANGUARD INDEX FDS

$108.3M
VGES

VANGUARD INDEX FDS

$106.1M
VGES

VANGUARD INDEX FDS

$91.2M
VGES

VANGUARD INDEX FDS

$89.7M
ETHA

ISHARES TR

$30.1M
ETHA

ISHARES TR

$29.7M
ETHA

ISHARES TR

$27.6M
DIOD

DIMENSIONAL ETF TRUST

$27.2M