Back to AAPL
Marshall & Sterling Wealth Advisors Inc. → AAPL
Marshall & Sterling Wealth Advisors Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
57
Latest value
$2.3M
Q3 2026
Peak value
$336.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.4M |
| Q3 2025 | $28.6M |
| Q3 2025 | $14M |
| Q3 2025 | $21.4M |
| Q3 2025 | $21.4M |
| Q3 2025 | $110.3M |
| Q3 2025 | $102.3M |
| Q3 2025 | $17.2M |
| Q3 2025 | $23.7M |
| Q3 2025 | $28.9M |
| Q3 2025 | $84.1M |
| Q3 2025 | $27.5M |
| Q3 2025 | $1M |
| Q3 2025 | $6.5M |
| Q3 2025 | $259.7M |
| Q3 2025 | $192.5M |
| Q3 2025 | $188.3M |
| Q3 2025 | $8.3M |
| Q3 2025 | $113.1M |
| Q3 2025 | $71.7M |
| Q3 2025 | $70.5M |
| Q3 2025 | $10.5M |
| Q3 2025 | $11.9M |
| Q3 2025 | $102M |
| Q3 2025 | $336.6M |
| Q3 2025 | $33.1M |
| Q3 2025 | $24.8M |
| Q3 2025 | $9.2M |
| Q3 2025 | $17.1M |
| Q3 2025 | $4.3M |
| Q3 2025 | $16.2M |
| Q3 2025 | $15.3M |
| Q3 2025 | $12.7M |
| Q3 2025 | $13.5M |
| Q3 2025 | $26.9M |
| Q3 2025 | $24.8M |
| Q3 2025 | $773K |
| Q3 2025 | $5.9M |
| Q3 2025 | $3.1M |
| Q3 2025 | $4.1M |
| Q3 2025 | $16.8M |
| Q3 2025 | $44.9M |
| Q3 2025 | $5.1M |
| Q3 2025 | $19.9M |
| Q3 2025 | $15.4M |
| Q3 2025 | $3.3M |
| Q3 2025 | $16.6M |
| Q3 2025 | $4.6M |
| Q3 2025 | $23.2M |
| Q3 2025 | $18.4M |
| Q3 2025 | $13.1M |
| Q3 2025 | $5.3M |
| Q3 2025 | $9M |
| Q4 2025 | $2.1M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 7.0K | — | — |
| Q2 2026 | $2M | 7.0K | — | — |
| Q1 2026 | $1.8M | 7.1K | — | — |
| Q4 2025 | $2.1M | 7.6K | — | — |
| Q3 2025 | $9M | 115 | — | — |
| Q3 2025 | $5.3M | 68 | — | — |
| Q3 2025 | $13.1M | 52 | — | — |
| Q3 2025 | $18.4M | 73 | — | — |
| Q3 2025 | $23.2M | 92 | — | — |
| Q3 2025 | $4.6M | 19 | — | — |
| Q3 2025 | $16.6M | 66 | — | — |
| Q3 2025 | $3.3M | 14 | — | — |
| Q3 2025 | $15.4M | 61 | — | — |
| Q3 2025 | $19.9M | 79 | — | — |
| Q3 2025 | $5.1M | 21 | — | — |
| Q3 2025 | $44.9M | 177 | — | — |
| Q3 2025 | $16.8M | 66 | — | — |
| Q3 2025 | $4.1M | 17 | — | — |
| Q3 2025 | $3.1M | 13 | — | — |
| Q3 2025 | $5.9M | 23 | — | — |
| Q3 2025 | $773K | 4 | — | — |
| Q3 2025 | $24.8M | 98 | — | — |
| Q3 2025 | $26.9M | 106 | — | — |
| Q3 2025 | $13.5M | 54 | — | — |
| Q3 2025 | $12.7M | 50 | — | — |
| Q3 2025 | $15.3M | 61 | — | — |
| Q3 2025 | $16.2M | 64 | — | — |
| Q3 2025 | $4.3M | 17 | — | — |
| Q3 2025 | $17.1M | 68 | — | — |
| Q3 2025 | $9.2M | 37 | — | — |
| Q3 2025 | $24.8M | 98 | — | — |
| Q3 2025 | $33.1M | 130 | — | — |
| Q3 2025 | $336.6M | 1.3K | — | — |
| Q3 2025 | $102M | 401 | — | — |
| Q3 2025 | $11.9M | 47 | — | — |
| Q3 2025 | $10.5M | 42 | — | — |
| Q3 2025 | $70.5M | 277 | — | — |
| Q3 2025 | $71.7M | 282 | — | — |
| Q3 2025 | $113.1M | 444 | — | — |
| Q3 2025 | $8.3M | 33 | — | — |
| Q3 2025 | $188.3M | 740 | — | — |
| Q3 2025 | $192.5M | 757 | — | — |
| Q3 2025 | $259.7M | 1.0K | — | — |
| Q3 2025 | $6.5M | 26 | — | — |
| Q3 2025 | $1M | 5 | — | — |
| Q3 2025 | $27.5M | 108 | — | — |
| Q3 2025 | $84.1M | 331 | — | — |
| Q3 2025 | $28.9M | 114 | — | — |
| Q3 2025 | $23.7M | 94 | — | — |
| Q3 2025 | $17.2M | 68 | — | — |
| Q3 2025 | $102.3M | 402 | — | — |
| Q3 2025 | $110.3M | 433 | — | — |
| Q3 2025 | $21.4M | 84 | — | — |
| Q3 2025 | $21.4M | 84 | — | — |
| Q3 2025 | $14M | 55 | — | — |
| Q3 2025 | $28.6M | 113 | — | — |
| Q3 2025 | $7.4M | 29 | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B