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Crown Wealth Group, LLC → AAPL

Crown Wealth Group, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$10.5M
Q3 2026
Peak value
$10.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.5M
Q4 2025$8.7M
Q1 2026$8.3M
Q2 2026$10.5M
Q3 2026$10.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.5M31.4K——
Q2 2026$10.5M36.2K——
Q1 2026$8.3M32.9K——
Q4 2025$8.7M31.8K——
Q3 2025$7.5M29.4K——

Other funds holding AAPL

Other Crown Wealth Group, LLC positions

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$39.7M
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$37.8M
STT-PG

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$37.1M
ETHA

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$20.7M
ETHA

ISHARES TR

$16M
ETHA

ISHARES TR

$14.7M