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Horizon Wealth Management, LLC → AAPL

Horizon Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$16.7M
Q3 2026
Peak value
$16.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$12.8M
Q4 2025$13.7M
Q1 2026$12.6M
Q2 2026$14.4M
Q3 2026$16.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16.7M50.0K——
Q2 2026$14.4M49.8K——
Q1 2026$12.6M49.7K——
Q4 2025$13.7M50.4K——
Q3 2025$12.8M50.5K——

Other funds holding AAPL

Other Horizon Wealth Management, LLC positions

ETHA

ISHARES TR

$87.7M
PDI

PIMCO ETF TR

$59.2M
ETHA

ISHARES TR

$56.9M
PDI

PIMCO ETF TR

$56.8M
STT-PG

SELECT SECTOR SPDR TR

$55.5M
ETHA

ISHARES TR

$51.8M
STT-PG

SELECT SECTOR SPDR TR

$49.3M
IVZ

INVESCO EXCHANGE TRADED FD T

$48.6M