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Global Wealth Management, LLC → AAPL

Global Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$871K
Q3 2026
Peak value
$871K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$710K
Q1 2026$663K
Q2 2026$756K
Q3 2026$871K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$871K2.6K——
Q2 2026$756K2.6K——
Q1 2026$663K2.6K——
Q4 2025$710K2.6K——

Other funds holding AAPL

Other Global Wealth Management, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$25.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$23M
VGES

VANGUARD BD INDEX FDS

$22.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$22.1M