Back to AAPL
Focused Wealth Management, Inc → AAPL
Focused Wealth Management, Inc AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$5.5M
Q3 2026
Peak value
$38.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.7M |
| Q4 2025 | $29.1M |
| Q1 2026 | $381K |
| Q1 2026 | $28.9M |
| Q2 2026 | $33.2M |
| Q2 2026 | $2.5M |
| Q3 2026 | $38.1M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 16.5K | — | — |
| Q3 2026 | $38.1M | 114.3K | — | — |
| Q2 2026 | $2.5M | 8.8K | — | — |
| Q2 2026 | $33.2M | 114.9K | — | — |
| Q1 2026 | $28.9M | 114.1K | — | — |
| Q1 2026 | $381K | 1.5K | — | — |
| Q4 2025 | $29.1M | 107.0K | — | — |
| Q4 2025 | $4.7M | 17.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B