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KW WEALTH MANAGEMENT LLC → AAPL

KW WEALTH MANAGEMENT LLC AAPL Position History

Apple Inc. • Technology

Quarters held
2
Latest value
$5.4M
Q3 2026
Peak value
$5.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.5M
Q3 2026$5.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.4M16.1K——
Q4 2025$4.5M16.6K——

Other funds holding AAPL

Other KW WEALTH MANAGEMENT LLC positions

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ETHA

ISHARES TR

$5.2M
DIA

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DIA

SPDR DOW JONES INDL AVERAGE

$4.4M
MSFT

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$4.2M
MSFT

MICROSOFT CORP

$3.6M
AMGN

RBB FD INC

$2.9M