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Elevation Wealth Management LLC → AAPL
Elevation Wealth Management LLC AAPL Position History
Apple Inc. • Technology
Quarters held
9
Latest value
$28K
Q3 2026
Peak value
$8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.3M |
| Q4 2025 | $766K |
| Q1 2026 | $4.4M |
| Q1 2026 | $711K |
| Q2 2026 | $5M |
| Q2 2026 | $799K |
| Q3 2026 | $8M |
| Q3 2026 | $873K |
| Q3 2026 | $28K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28K | 85 | — | — |
| Q3 2026 | $873K | 2.6K | — | — |
| Q3 2026 | $8M | 24.0K | — | — |
| Q2 2026 | $799K | 2.8K | — | — |
| Q2 2026 | $5M | 17.3K | — | — |
| Q1 2026 | $711K | 2.8K | — | — |
| Q1 2026 | $4.4M | 17.5K | — | — |
| Q4 2025 | $766K | 2.8K | — | — |
| Q4 2025 | $4.3M | 15.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B