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Keudell/Morrison Wealth Management → AAPL

Keudell/Morrison Wealth Management AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$22.9M
Q3 2026
Peak value
$22.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$17.8M
Q1 2026$16.9M
Q2 2026$19.4M
Q3 2026$22.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$22.9M68.8K——
Q2 2026$19.4M67.0K——
Q1 2026$16.9M66.7K——
Q4 2025$17.8M65.6K——

Other funds holding AAPL

Other Keudell/Morrison Wealth Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$53.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$52.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$47M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.8M
VGES

VANGUARD WHITEHALL FDS

$25.2M
VGES

VANGUARD WHITEHALL FDS

$24.4M
VGES

VANGUARD WHITEHALL FDS

$23.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$21.4M