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JGP Wealth Management, LLC → AAPL
JGP Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$77.8M
Q3 2026
Peak value
$77.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $56.5M |
| Q4 2025 | $63M |
| Q1 2026 | $58.7M |
| Q2 2026 | $67.4M |
| Q3 2026 | $77.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $77.8M | 233.6K | — | — |
| Q2 2026 | $67.4M | 232.8K | — | — |
| Q1 2026 | $58.7M | 231.2K | — | — |
| Q4 2025 | $63M | 231.7K | — | — |
| Q3 2025 | $56.5M | 219.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B