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Paradigm, Strategies in Wealth Management, LLC → AAPL

Paradigm, Strategies in Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.2M
Q4 2025$4.2M
Q1 2026$3.7M
Q2 2026$4.3M
Q3 2026$4.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.7M14.3K——
Q2 2026$4.3M14.9K——
Q1 2026$3.7M14.6K——
Q4 2025$4.2M15.5K——
Q3 2025$4.2M16.5K——

Other funds holding AAPL

Other Paradigm, Strategies in Wealth Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$22.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$22M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.6M
ETHA

ISHARES TR

$19.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.3M