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Financial Synergies Wealth Advisors, Inc. → AAPL
Financial Synergies Wealth Advisors, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$15.6M
Q3 2026
Peak value
$15.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q3 2025 | $669K |
| Q4 2025 | $5.5M |
| Q4 2025 | $714K |
| Q1 2026 | $10.6M |
| Q1 2026 | $667K |
| Q2 2026 | $12.5M |
| Q3 2026 | $15.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.6M | 46.7K | — | — |
| Q2 2026 | $12.5M | 43.2K | — | — |
| Q1 2026 | $667K | 2.6K | — | — |
| Q1 2026 | $10.6M | 41.7K | — | — |
| Q4 2025 | $714K | 2.6K | — | — |
| Q4 2025 | $5.5M | 20.2K | — | — |
| Q3 2025 | $669K | 2.6K | — | — |
| Q3 2025 | $4.6M | 18.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B