Back to AAPL
Paragon Private Wealth Management, LLC → AAPL
Paragon Private Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$14.3M
Q3 2026
Peak value
$16.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.5M |
| Q4 2025 | $15.5M |
| Q4 2025 | $445K |
| Q1 2026 | $448K |
| Q1 2026 | $14.8M |
| Q2 2026 | $16.8M |
| Q2 2026 | $512K |
| Q3 2026 | $14.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.3M | 43.0K | — | — |
| Q2 2026 | $512K | 1.8K | — | — |
| Q2 2026 | $16.8M | 58.2K | — | — |
| Q1 2026 | $14.8M | 58.4K | — | — |
| Q1 2026 | $448K | 1.8K | — | — |
| Q4 2025 | $445K | 1.6K | — | — |
| Q4 2025 | $15.5M | 57.0K | — | — |
| Q3 2025 | $14.5M | 56.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B