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FSM Wealth Advisors, LLC → AAPL

FSM Wealth Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$26.5M
Q3 2026
Peak value
$26.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$19.9M
Q1 2026$18.3M
Q2 2026$22.6M
Q3 2026$26.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$26.5M77.9K——
Q2 2026$22.6M78.0K——
Q1 2026$18.3M72.0K——
Q4 2025$19.9M73.2K——

Other funds holding AAPL

Other FSM Wealth Advisors, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$69.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$66.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$55.7M
PDI

PIMCO ETF TR

$54.6M
PDI

PIMCO ETF TR

$53.8M
PDI

PIMCO ETF TR

$49.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$44.7M
VGES

VANGUARD INDEX FDS

$44.2M