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Pacific Capital Wealth Advisors, Inc. → AAPL
Pacific Capital Wealth Advisors, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
7
Latest value
$8.1M
Q3 2026
Peak value
$8.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.3M |
| Q3 2025 | $666K |
| Q4 2025 | $4.5M |
| Q4 2025 | $660K |
| Q1 2026 | $4.4M |
| Q2 2026 | $4.8M |
| Q3 2026 | $8.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.1M | 24.3K | — | — |
| Q2 2026 | $4.8M | 16.7K | — | — |
| Q1 2026 | $4.4M | 17.3K | — | — |
| Q4 2025 | $660K | 8.5K | — | — |
| Q4 2025 | $4.5M | 16.6K | — | — |
| Q3 2025 | $666K | 8.5K | — | — |
| Q3 2025 | $4.3M | 17.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B