Back to AAPL
Elwood & Goetz Wealth Advisory Group, LLC → AAPL
Elwood & Goetz Wealth Advisory Group, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$7.8M
Q3 2026
Peak value
$7.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.7M |
| Q1 2026 | $5.6M |
| Q2 2026 | $6.6M |
| Q3 2026 | $7.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.8M | 23.4K | — | — |
| Q2 2026 | $6.6M | 22.9K | — | — |
| Q1 2026 | $5.6M | 22.2K | — | — |
| Q4 2025 | $5.7M | 20.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B