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MN Wealth Advisors, LLC → AAPL

MN Wealth Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$5M
Q3 2026
Peak value
$5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.6M
Q1 2026$3.6M
Q2 2026$4.2M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M15.0K——
Q2 2026$4.2M14.5K——
Q1 2026$3.6M14.3K——
Q4 2025$3.6M13.1K——

Other funds holding AAPL

Other MN Wealth Advisors, LLC positions

JPM-PM

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

$11.7M
JPM-PM

JPMORGAN ACTIVE GROWTH ETF

$11.4M
JPM-PM

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

$10.1M
JPM-PM

JPMORGAN ACTIVE GROWTH ETF

$9.3M
JPM-PM

JPMORGAN ACTIVE GROWTH ETF

$9.2M
JPM-PM

JPMORGAN ACTIVE GROWTH ETF

$8.7M
JPM-PM

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

$8.5M
JPM-PM

JPMORGAN CORE PLUS BOND ETF

$7.9M