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New Dimensions Wealth Management, LLC → AAPL
New Dimensions Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$279K
Q3 2026
Peak value
$279K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $223K |
| Q4 2025 | $235K |
| Q1 2026 | $209K |
| Q2 2026 | $251K |
| Q3 2026 | $279K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $279K | 837 | — | — |
| Q2 2026 | $251K | 868 | — | — |
| Q1 2026 | $209K | 824 | — | — |
| Q4 2025 | $235K | 863 | — | — |
| Q3 2025 | $223K | 876 | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B