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Core Wealth Partners LLC → AAPL

Core Wealth Partners LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$20.6M
Q3 2026
Peak value
$20.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$16.5M
Q4 2025$17.4M
Q1 2026$16M
Q2 2026$17.7M
Q3 2026$20.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$20.6M61.9K——
Q2 2026$17.7M61.3K——
Q1 2026$16M63.0K——
Q4 2025$17.4M64.1K——
Q3 2025$16.5M64.7K——

Other funds holding AAPL

Other Core Wealth Partners LLC positions

ROK

ROCKWELL AUTOMATION INC

$20.7M
ROK

ROCKWELL AUTOMATION INC

$18.2M
ROK

ROCKWELL AUTOMATION INC

$16.2M
ROK

ROCKWELL AUTOMATION INC

$15M
ROK

ROCKWELL AUTOMATION INC

$14.6M
MSFT

MICROSOFT CORP

$8.1M
MSFT

MICROSOFT CORP

$8M
MSFT

MICROSOFT CORP

$7.6M
Core Wealth Partners LLC AAPL Holdings: 13F Position History | Track13F