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CJM Wealth Advisers, Ltd. → AAPL

CJM Wealth Advisers, Ltd. AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$6.4M
Q3 2026
Peak value
$6.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.4M
Q1 2026$5.1M
Q2 2026$5.8M
Q3 2026$6.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.4M19.3K——
Q2 2026$5.8M19.9K——
Q1 2026$5.1M20.0K——
Q4 2025$5.4M19.8K——

Other funds holding AAPL

Other CJM Wealth Advisers, Ltd. positions

VGES

VANGUARD INDEX FDS

$107.3M
VGES

VANGUARD INDEX FDS

$106.9M
VGES

VANGUARD INDEX FDS

$102M
VGES

VANGUARD INDEX FDS

$94.2M
QQQ

INVESCO QQQ TR

$66.2M
QQQ

INVESCO QQQ TR

$66M
QQQ

INVESCO QQQ TR

$53.5M
QQQ

INVESCO QQQ TR

$51M
CJM Wealth Advisers, Ltd. AAPL Holdings: 13F Position History | Track13F