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FIDUCIARY FINANCIAL GROUP, LLC → AAPL

FIDUCIARY FINANCIAL GROUP, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$254K
Q3 2026
Peak value
$63.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$52.3M
Q1 2026$48.9M
Q2 2026$55.9M
Q3 2026$63.7M
Q3 2026$254K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$254K3.1K——
Q3 2026$63.7M191.2K——
Q2 2026$55.9M193.2K——
Q1 2026$48.9M192.9K——
Q4 2025$52.3M192.4K——

Other funds holding AAPL

Other FIDUCIARY FINANCIAL GROUP, LLC positions

ETHA

ISHARES TR

$78.3M
ETHA

ISHARES TR

$67.7M
ETHA

ISHARES TR

$63.3M
ETHA

ISHARES TR

$57.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$55.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$52.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$47.6M