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LVW Advisors, LLC → AAPL

LVW Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$45.3M
Q3 2026
Peak value
$45.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$34.6M
Q4 2025$38.2M
Q1 2026$35.4M
Q2 2026$40.5M
Q3 2026$45.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$45.3M136.0K——
Q2 2026$40.5M140.0K——
Q1 2026$35.4M139.6K——
Q4 2025$38.2M140.7K——
Q3 2025$34.6M136.0K——

Other funds holding AAPL

Other LVW Advisors, LLC positions

STT-PG

SPDR SERIES TRUST

$109.6M
STT-PG

SPDR SERIES TRUST

$109.1M
STT-PG

SPDR SERIES TRUST

$88.7M
VGES

VANGUARD TAX-MANAGED FDS

$81.2M
VGES

VANGUARD TAX-MANAGED FDS

$78M
VGES

VANGUARD TAX-MANAGED FDS

$75.4M
VGES

VANGUARD TAX-MANAGED FDS

$75M
VGES

VANGUARD TAX-MANAGED FDS

$73M