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Mosley Wealth Management → AAPL

Mosley Wealth Management AAPL Position History

Apple Inc. • Technology

Quarters held
6
Latest value
$520
Q3 2026
Peak value
$12.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.2M
Q1 2026$7.8M
Q2 2026$10.2M
Q2 2026$498
Q3 2026$12.1M
Q3 2026$520

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5206——
Q3 2026$12.1M35.5K——
Q2 2026$4986——
Q2 2026$10.2M35.3K——
Q1 2026$7.8M30.7K——
Q4 2025$8.2M31.8K——

Other funds holding AAPL

Other Mosley Wealth Management positions

SCHW-PJ

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

$18.4M
SCHW-PJ

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

$17.6M
VGES

VANGUARD MEGA CAP ETF

$13.8M
JPM-PM

JPMORGAN EQUITY PREMIUM INCOME ETF

$13.6M
BTCW

WISDOMTREE FLOATING RATE TREASURY FUND

$13.5M
JPM-PM

JPMORGAN EQUITY PREMIUM INCOME ETF

$13.4M
VGES

VANGUARD MORNINGSTAR GROWTH ETF

$13.3M
VLO

VANGUARD HEALTH CARE ETF

$12.7M