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DIVERSIFY WEALTH MANAGEMENT, LLC → AAPL
DIVERSIFY WEALTH MANAGEMENT, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
13
Latest value
$1.3M
Q3 2026
Peak value
$154.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29.6M |
| Q3 2025 | $281K |
| Q4 2025 | $29.2M |
| Q4 2025 | $397K |
| Q1 2026 | $112M |
| Q1 2026 | $270 |
| Q1 2026 | $1.1M |
| Q2 2026 | $151.3M |
| Q2 2026 | $438K |
| Q2 2026 | $1.2M |
| Q3 2026 | $154.2M |
| Q3 2026 | $342 |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 14.5K | — | — |
| Q3 2026 | $342 | 100 | — | — |
| Q3 2026 | $154.2M | 451.0K | — | — |
| Q2 2026 | $1.2M | 13.8K | — | — |
| Q2 2026 | $438K | 130.1K | — | — |
| Q2 2026 | $151.3M | 449.1K | — | — |
| Q1 2026 | $1.1M | 12.7K | — | — |
| Q1 2026 | $270 | 100 | — | — |
| Q1 2026 | $112M | 414.6K | — | — |
| Q4 2025 | $397K | 4.9K | — | — |
| Q4 2025 | $29.2M | 112.0K | — | — |
| Q3 2025 | $281K | 3.7K | — | — |
| Q3 2025 | $29.6M | 109.9K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B