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KINGSWOOD WEALTH ADVISORS, LLC → AAPL
KINGSWOOD WEALTH ADVISORS, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$273K
Q3 2026
Peak value
$108M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $84.8M |
| Q4 2025 | $399K |
| Q1 2026 | $78.3M |
| Q1 2026 | $295K |
| Q2 2026 | $92.2M |
| Q2 2026 | $291K |
| Q3 2026 | $108M |
| Q3 2026 | $273K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $273K | 3.4K | — | — |
| Q3 2026 | $108M | 324.5K | — | — |
| Q2 2026 | $291K | 3.5K | — | — |
| Q2 2026 | $92.2M | 318.6K | — | — |
| Q1 2026 | $295K | 3.6K | — | — |
| Q1 2026 | $78.3M | 308.5K | — | — |
| Q4 2025 | $399K | 5.1K | — | — |
| Q4 2025 | $84.8M | 311.9K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B