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Lord & Richards Wealth Management, LLC → AAPL
Lord & Richards Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
23
Latest value
$206K
Q3 2026
Peak value
$1.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $87K |
| Q3 2025 | $171K |
| Q3 2025 | $140K |
| Q3 2025 | $182K |
| Q3 2025 | $85K |
| Q3 2025 | $9K |
| Q4 2025 | $291K |
| Q4 2025 | $150K |
| Q4 2025 | $187K |
| Q4 2025 | $89K |
| Q4 2025 | $11K |
| Q1 2026 | $275K |
| Q1 2026 | $140K |
| Q1 2026 | $174K |
| Q1 2026 | $82K |
| Q1 2026 | $10K |
| Q2 2026 | $470K |
| Q2 2026 | $216K |
| Q2 2026 | $93K |
| Q3 2026 | $1.6M |
| Q3 2026 | $421K |
| Q3 2026 | $17K |
| Q3 2026 | $206K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $206K | 619 | — | — |
| Q3 2026 | $17K | 51 | — | — |
| Q3 2026 | $421K | 1.3K | — | — |
| Q3 2026 | $1.6M | 4.8K | — | — |
| Q2 2026 | $93K | 322 | — | — |
| Q2 2026 | $216K | 745 | — | — |
| Q2 2026 | $470K | 1.6K | — | — |
| Q1 2026 | $10K | 41 | — | — |
| Q1 2026 | $82K | 321 | — | — |
| Q1 2026 | $174K | 684 | — | — |
| Q1 2026 | $140K | 552 | — | — |
| Q1 2026 | $275K | 1.1K | — | — |
| Q4 2025 | $11K | 39 | — | — |
| Q4 2025 | $89K | 327 | — | — |
| Q4 2025 | $187K | 687 | — | — |
| Q4 2025 | $150K | 554 | — | — |
| Q4 2025 | $291K | 1.1K | — | — |
| Q3 2025 | $9K | 34 | — | — |
| Q3 2025 | $85K | 335 | — | — |
| Q3 2025 | $182K | 713 | — | — |
| Q3 2025 | $140K | 549 | — | — |
| Q3 2025 | $171K | 670 | — | — |
| Q3 2025 | $87K | 342 | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B