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Compass Wealth Management, LLC/GA → AAPL
Compass Wealth Management, LLC/GA AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$6.3M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $894K |
| Q3 2025 | $4.6M |
| Q4 2025 | $954K |
| Q4 2025 | $5.1M |
| Q1 2026 | $898K |
| Q1 2026 | $5.9M |
| Q2 2026 | $1M |
| Q2 2026 | $6.2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 78.7K | — | — |
| Q3 2026 | $1.2M | 3.5K | — | — |
| Q2 2026 | $6.2M | 74.4K | — | — |
| Q2 2026 | $1M | 3.5K | — | — |
| Q1 2026 | $5.9M | 72.3K | — | — |
| Q1 2026 | $898K | 3.5K | — | — |
| Q4 2025 | $5.1M | 66.1K | — | — |
| Q4 2025 | $954K | 3.5K | — | — |
| Q3 2025 | $4.6M | 58.3K | — | — |
| Q3 2025 | $894K | 3.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B