Back to AAPL
Kaufman Rossin Wealth, LLC → AAPL
Kaufman Rossin Wealth, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$5.3M
Q3 2026
Peak value
$5.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.6M |
| Q1 2026 | $3.3M |
| Q2 2026 | $4M |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 16.0K | — | — |
| Q2 2026 | $4M | 12.7K | — | — |
| Q1 2026 | $3.3M | 13.0K | — | — |
| Q4 2025 | $3.6M | 13.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B