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M Wealth Management, LLC → AAPL

M Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.6M
Q4 2025$1.7M
Q1 2026$1.7M
Q2 2026$2M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M6.8K——
Q2 2026$2M6.8K——
Q1 2026$1.7M6.8K——
Q4 2025$1.7M6.3K——
Q3 2025$1.6M6.3K——

Other funds holding AAPL

Other M Wealth Management, LLC positions

OKE

PGIM ETF TR

$16.4M
OKE

PGIM ETF TR

$15.8M
OKE

PGIM ETF TR

$14.6M
OKE

PGIM ETF TR

$14.1M
OKE

PGIM ETF TR

$14M
STT-PG

SSGA ACTIVE ETF TR

$11.2M
STT-PG

SSGA ACTIVE ETF TR

$11.1M
STT-PG

SSGA ACTIVE ETF TR

$11.1M