Back to AAPL
Elmwood Wealth Management, Inc. → AAPL
Elmwood Wealth Management, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$12.4M
Q3 2026
Peak value
$12.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.4M |
| Q3 2025 | $202K |
| Q4 2025 | $9.2M |
| Q4 2025 | $217K |
| Q1 2026 | $9M |
| Q1 2026 | $201K |
| Q2 2026 | $10.7M |
| Q3 2026 | $12.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.4M | 37.2K | — | — |
| Q2 2026 | $10.7M | 36.9K | — | — |
| Q1 2026 | $201K | 792 | — | — |
| Q1 2026 | $9M | 35.6K | — | — |
| Q4 2025 | $217K | 797 | — | — |
| Q4 2025 | $9.2M | 33.8K | — | — |
| Q3 2025 | $202K | 792 | — | — |
| Q3 2025 | $6.4M | 25.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B