Back to AAPL

Northwest Wealth Advisors, LLC → AAPL

Northwest Wealth Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.7M
Q1 2026$1.5M
Q2 2026$1.8M
Q3 2026$2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2M6.0K——
Q2 2026$1.8M6.1K——
Q1 2026$1.5M6.0K——
Q4 2025$1.7M6.2K——

Other funds holding AAPL

Other Northwest Wealth Advisors, LLC positions

STT-PG

SPDR SERIES TRUST

$25.3M
STT-PG

SPDR SERIES TRUST

$20.5M
ETHA

ISHARES TR

$18.9M
ETHA

ISHARES TR

$15.8M
STT-PG

SPDR SERIES TRUST

$14.8M
STT-PG

SPDR SERIES TRUST

$13.7M
STT-PG

SPDR SERIES TRUST

$12.3M
ETHA

ISHARES TR

$11.9M