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McKinley Carter Wealth Services, Inc. → AAPL

McKinley Carter Wealth Services, Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
15
Latest value
$940K
Q3 2026
Peak value
$39.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$35.1M
Q3 2025$1.9M
Q3 2025$1.3M
Q4 2025$35.5M
Q4 2025$652K
Q4 2025$1.2M
Q1 2026$30.7M
Q1 2026$1.9M
Q1 2026$1.1M
Q2 2026$34.8M
Q2 2026$2.1M
Q2 2026$970K
Q3 2026$39.1M
Q3 2026$2.2M
Q3 2026$940K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$940K11.7K——
Q3 2026$2.2M6.6K——
Q3 2026$39.1M117.4K——
Q2 2026$970K11.7K——
Q2 2026$2.1M7.3K——
Q2 2026$34.8M120.3K——
Q1 2026$1.1M13.2K——
Q1 2026$1.9M7.3K——
Q1 2026$30.7M120.8K——
Q4 2025$1.2M15.3K——
Q4 2025$652K2.4K——
Q4 2025$35.5M130.7K——
Q3 2025$1.3M17.0K——
Q3 2025$1.9M7.3K——
Q3 2025$35.1M137.9K——

Other funds holding AAPL

Other McKinley Carter Wealth Services, Inc. positions

CRDO

DIMENSIONAL ETF TRUST

$155.5M
CRDO

DIMENSIONAL ETF TRUST

$150M
CRDO

DIMENSIONAL ETF TRUST

$135.8M
ETHA

ISHARES TR

$133.5M
ETHA

ISHARES TR

$128.7M
VGES

VANGUARD STAR FDS

$126.4M
ETHA

ISHARES TR

$112M
FIS

FIDELITY MERRIMACK STR TR

$111.3M