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Forvis Mazars Wealth Advisors, LLC → AAPL
Forvis Mazars Wealth Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$60.2M
Q3 2026
Peak value
$60.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $45.2M |
| Q3 2025 | $308K |
| Q4 2025 | $54.1M |
| Q1 2026 | $50M |
| Q2 2026 | $53.8M |
| Q3 2026 | $60.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $60.2M | 180.8K | — | — |
| Q2 2026 | $53.8M | 185.9K | — | — |
| Q1 2026 | $50M | 197.1K | — | — |
| Q4 2025 | $54.1M | 199.2K | — | — |
| Q3 2025 | $308K | 3.9K | — | — |
| Q3 2025 | $45.2M | 177.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B