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Ledgewood Wealth Advisors, LLC → AAPL

Ledgewood Wealth Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$5.8M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.5M
Q4 2025$4.8M
Q1 2026$4.4M
Q2 2026$5.1M
Q3 2026$5.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.8M17.5K——
Q2 2026$5.1M17.5K——
Q1 2026$4.4M17.4K——
Q4 2025$4.8M17.7K——
Q3 2025$4.5M17.8K——

Other funds holding AAPL

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$13.1M