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Johnson & White Wealth Management, LLC → AAPL

Johnson & White Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$6.7M
Q3 2026
Peak value
$6.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.6M
Q1 2026$4.9M
Q2 2026$5.8M
Q3 2026$6.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.7M20.1K——
Q2 2026$5.8M20.2K——
Q1 2026$4.9M19.4K——
Q4 2025$5.6M20.5K——

Other funds holding AAPL

Other Johnson & White Wealth Management, LLC positions

PDI

PIMCO ETF TR

$14M
PDI

PIMCO ETF TR

$12.3M
ETHA

ISHARES TR

$12.3M
ETHA

ISHARES TR

$11.7M
ETHA

ISHARES TR

$11.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.1M
PDI

PIMCO ETF TR

$10.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.6M
Johnson & White Wealth Management, LLC AAPL Holdings: 13F Position History | Track13F