Back to AAPL

Mascagni Wealth Management, Inc. → AAPL

Mascagni Wealth Management, Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$6.6M
Q3 2026
Peak value
$6.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.6M
Q1 2026$5.1M
Q2 2026$5.8M
Q3 2026$6.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.6M19.8K——
Q2 2026$5.8M20.1K——
Q1 2026$5.1M20.3K——
Q4 2025$5.6M20.4K——

Other funds holding AAPL

Other Mascagni Wealth Management, Inc. positions

ETHA

ISHARES CONVERTIBLE BOND ETF

$10M
ETHA

ISHARES CONVERTIBLE BOND ETF

$9.6M
ETHA

ISHARES CONVERTIBLE BOND ETF

$8.3M
NVDA

NVIDIA CORP

$7.9M
ETHA

ISHARES CONVERTIBLE BOND ETF

$7.3M
COF-PN

CAPITAL GROUP DIVIDEND VALUE ETF

$7M
NVDA

NVIDIA CORP

$6.9M
COF-PN

CAPITAL GROUP DIVIDEND VALUE ETF

$6.6M