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HRC WEALTH MANAGEMENT, LLC → AAPL

HRC WEALTH MANAGEMENT, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$8.3M
Q3 2026
Peak value
$8.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.4M
Q1 2026$6M
Q2 2026$6.9M
Q3 2026$8.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.3M24.9K——
Q2 2026$6.9M23.7K——
Q1 2026$6M23.7K——
Q4 2025$6.4M23.7K——

Other funds holding AAPL

Other HRC WEALTH MANAGEMENT, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$79.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$75.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$73.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$65.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$38.1M