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JFS WEALTH ADVISORS, LLC → AAPL
JFS WEALTH ADVISORS, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$639K
Q3 2026
Peak value
$32.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29.2M |
| Q3 2025 | $654K |
| Q4 2025 | $27.2M |
| Q4 2025 | $648K |
| Q1 2026 | $25.2M |
| Q1 2026 | $667K |
| Q2 2026 | $28.3M |
| Q2 2026 | $668K |
| Q3 2026 | $32.6M |
| Q3 2026 | $639K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $639K | 7.9K | — | — |
| Q3 2026 | $32.6M | 97.8K | — | — |
| Q2 2026 | $668K | 8.0K | — | — |
| Q2 2026 | $28.3M | 97.7K | — | — |
| Q1 2026 | $667K | 8.1K | — | — |
| Q1 2026 | $25.2M | 99.2K | — | — |
| Q4 2025 | $648K | 8.3K | — | — |
| Q4 2025 | $27.2M | 100.0K | — | — |
| Q3 2025 | $654K | 8.4K | — | — |
| Q3 2025 | $29.2M | 114.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B