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Kellett Wealth Advisors, LLC → AAPL
Kellett Wealth Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$1.1M
Q3 2026
Peak value
$4.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q4 2025 | $3.9M |
| Q1 2026 | $3.7M |
| Q2 2026 | $4.2M |
| Q3 2026 | $4.8M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 14.2K | — | — |
| Q3 2026 | $4.8M | 14.5K | — | — |
| Q2 2026 | $4.2M | 14.7K | — | — |
| Q1 2026 | $3.7M | 14.7K | — | — |
| Q4 2025 | $3.9M | 14.5K | — | — |
| Q3 2025 | $3.7M | 14.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B