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Mowery & Schoenfeld Wealth Management, LLC → AAPL
Mowery & Schoenfeld Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4M |
| Q1 2026 | $3.5M |
| Q2 2026 | $4M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 14.0K | — | — |
| Q2 2026 | $4M | 13.9K | — | — |
| Q1 2026 | $3.5M | 13.8K | — | — |
| Q4 2025 | $4M | 14.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B