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CWS Financial Advisors, LLC → AAPL
CWS Financial Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$21M
Q3 2026
Peak value
$21M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.5M |
| Q4 2025 | $17.1M |
| Q1 2026 | $15.4M |
| Q2 2026 | $18.5M |
| Q3 2026 | $21M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21M | 63.2K | — | — |
| Q2 2026 | $18.5M | 63.9K | — | — |
| Q1 2026 | $15.4M | 60.5K | — | — |
| Q4 2025 | $17.1M | 63.1K | — | — |
| Q3 2025 | $16.5M | 65.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B