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Integrated Wealth Concepts LLC → AAPL
Integrated Wealth Concepts LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$18.2M
Q2 2026
Peak value
$393.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $245.3M |
| Q3 2025 | $12.3M |
| Q4 2025 | $152.8M |
| Q4 2025 | $3.7M |
| Q1 2026 | $257.3M |
| Q1 2026 | $15M |
| Q2 2026 | $393.4M |
| Q2 2026 | $321.2M |
| Q2 2026 | $20.5M |
| Q2 2026 | $18.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $18.2M | 219.4K | — | — |
| Q2 2026 | $20.5M | 247.4K | — | — |
| Q2 2026 | $321.2M | 1.11M | — | — |
| Q2 2026 | $393.4M | 1.36M | — | — |
| Q1 2026 | $15M | 182.4K | — | — |
| Q1 2026 | $257.3M | 1.01M | — | — |
| Q4 2025 | $3.7M | 47.3K | — | — |
| Q4 2025 | $152.8M | 562.2K | — | — |
| Q3 2025 | $12.3M | 157.1K | — | — |
| Q3 2025 | $245.3M | 963.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B