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Edge Wealth Management LLC → AAPL

Edge Wealth Management LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$55M
Q3 2026
Peak value
$55M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$46.9M
Q4 2025$49.4M
Q1 2026$42.1M
Q2 2026$47.8M
Q3 2026$55M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$55M163.5K——
Q2 2026$47.8M165.3K——
Q1 2026$42.1M165.7K——
Q4 2025$49.4M181.8K——
Q3 2025$46.9M184.2K——

Other funds holding AAPL

Other Edge Wealth Management LLC positions

BLK

ISHARES TR

$123.3M
GOOGN

ALPHABET INC

$56.5M
GOOGN

ALPHABET INC

$56.3M
GOOGN

ALPHABET INC

$55M
GOOGN

ALPHABET INC

$46.2M
GOOGN

ALPHABET INC

$44.4M
MSFT

MICROSOFT CORP

$42.9M
MSFT

MICROSOFT CORP

$40.6M