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Massachusetts Wealth Management → AAPL

Massachusetts Wealth Management AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$2.6M
Q3 2026
Peak value
$6.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.9M
Q4 2025$2.2M
Q1 2026$5.5M
Q1 2026$2.5M
Q2 2026$6.2M
Q2 2026$2.6M
Q3 2026$6.6M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M32.3K——
Q3 2026$6.6M19.9K——
Q2 2026$2.6M31.6K——
Q2 2026$6.2M21.4K——
Q1 2026$2.5M30.6K——
Q1 2026$5.5M21.6K——
Q4 2025$2.2M28.7K——
Q4 2025$5.9M21.6K——

Other funds holding AAPL

Other Massachusetts Wealth Management positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$16.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$14M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$12.8M
STT-PG

SELECT SECTOR SPDR TR

$12.2M
STT-PG

SELECT SECTOR SPDR TR

$11.5M
STT-PG

SELECT SECTOR SPDR TR

$11.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$10.9M
MU

MICRON TECHNOLOGY INC

$9.3M