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Integris Wealth Management, LLC → AAPL

Integris Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$14.4M
Q3 2026
Peak value
$14.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10.4M
Q4 2025$11M
Q1 2026$10.3M
Q2 2026$12.5M
Q3 2026$14.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.4M43.4K——
Q2 2026$12.5M43.1K——
Q1 2026$10.3M40.6K——
Q4 2025$11M40.5K——
Q3 2025$10.4M41.0K——

Other funds holding AAPL

Other Integris Wealth Management, LLC positions

VGES

VANGUARD BD INDEX FDS

$72.5M
VGES

VANGUARD BD INDEX FDS

$70M
VGES

VANGUARD BD INDEX FDS

$66.9M
VGES

VANGUARD BD INDEX FDS

$64.3M
VGES

VANGUARD BD INDEX FDS

$60.7M
VGES

VANGUARD TAX-MANAGED FDS

$48.7M
VGES

VANGUARD INDEX FDS

$46.4M
VGES

VANGUARD TAX-MANAGED FDS

$44.4M