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Morton Brown Family Wealth, LLC → AAPL
Morton Brown Family Wealth, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.4M |
| Q4 2025 | $7K |
| Q1 2026 | $2.2M |
| Q2 2026 | $2.4M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 8.5K | — | — |
| Q2 2026 | $2.4M | 8.4K | — | — |
| Q1 2026 | $2.2M | 8.6K | — | — |
| Q4 2025 | $7K | 84 | — | — |
| Q4 2025 | $2.4M | 8.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
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VGES
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