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NWF Advisory Services Inc. → AAPL
NWF Advisory Services Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
18
Latest value
$5.3M
Q3 2026
Peak value
$37.3M
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $25.7M |
| Q1 2023 | $3.2M |
| Q2 2023 | $25.7M |
| Q2 2023 | $3.2M |
| Q3 2023 | $23.3M |
| Q3 2023 | $3M |
| Q4 2023 | $26.4M |
| Q4 2023 | $3.3M |
| Q3 2025 | $32.9M |
| Q3 2025 | $5.3M |
| Q4 2025 | $35.6M |
| Q4 2025 | $5.2M |
| Q1 2026 | $30.9M |
| Q1 2026 | $5M |
| Q2 2026 | $34.8M |
| Q2 2026 | $5.4M |
| Q3 2026 | $37.3M |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 66.2K | — | — |
| Q3 2026 | $37.3M | 112.0K | — | — |
| Q2 2026 | $5.4M | 64.5K | — | — |
| Q2 2026 | $34.8M | 120.4K | — | — |
| Q1 2026 | $5M | 61.3K | — | — |
| Q1 2026 | $30.9M | 121.7K | — | — |
| Q4 2025 | $5.2M | 66.5K | — | — |
| Q4 2025 | $35.6M | 130.9K | — | — |
| Q3 2025 | $5.3M | 67.6K | — | — |
| Q3 2025 | $32.9M | 129.2K | — | — |
| Q4 2023 | $3.3M | 45.3K | — | — |
| Q4 2023 | $26.4M | 137.3K | — | — |
| Q3 2023 | $3M | 43.5K | — | — |
| Q3 2023 | $23.3M | 135.9K | — | — |
| Q2 2023 | $3.2M | 43.2K | — | — |
| Q2 2023 | $25.7M | 132.3K | — | — |
| Q1 2023 | $3.2M | 43.2K | — | — |
| Q1 2023 | $25.7M | 132.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B