Back to AAPL
Montz Harcus Wealth Management LLC → AAPL
Montz Harcus Wealth Management LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$12M
Q3 2026
Peak value
$12M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9M |
| Q4 2025 | $9.4M |
| Q1 2026 | $8.7M |
| Q2 2026 | $10.1M |
| Q3 2026 | $12M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12M | 36.0K | — | — |
| Q2 2026 | $10.1M | 35.0K | — | — |
| Q1 2026 | $8.7M | 34.5K | — | — |
| Q4 2025 | $9.4M | 34.6K | — | — |
| Q3 2025 | $9M | 35.2K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B