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Fiscal Wisdom Wealth Management, LLC → AAPL
Fiscal Wisdom Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
7
Latest value
$267K
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q4 2025 | $2M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2.1M |
| Q2 2026 | $237K |
| Q3 2026 | $2.6M |
| Q3 2026 | $267K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $267K | 3.3K | — | — |
| Q3 2026 | $2.6M | 7.8K | — | — |
| Q2 2026 | $237K | 2.8K | — | — |
| Q2 2026 | $2.1M | 7.4K | — | — |
| Q1 2026 | $1.8M | 7.2K | — | — |
| Q4 2025 | $2M | 7.2K | — | — |
| Q3 2025 | $1.9M | 7.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B