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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → AAPL
PENSION & WEALTH MANAGEMENT ADVISORS, INC. AAPL Position History
Apple Inc. • Technology
Quarters held
17
Latest value
$8.2M
Q3 2026
Peak value
$8.2M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $1.7M |
| Q1 2023 | $2.2M |
| Q2 2023 | $2.5M |
| Q3 2023 | $2.2M |
| Q4 2023 | $2.6M |
| Q1 2024 | $2.2M |
| Q2 2024 | $2.7M |
| Q3 2024 | $3M |
| Q4 2024 | $3.5M |
| Q4 2024 | $19K |
| Q1 2025 | $3.6M |
| Q2 2025 | $3.1M |
| Q3 2025 | $3.8M |
| Q4 2025 | $6.8M |
| Q1 2026 | $6.3M |
| Q2 2026 | $4.8M |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 24.6K | — | — |
| Q2 2026 | $4.8M | 16.7K | — | — |
| Q1 2026 | $6.3M | 24.9K | — | — |
| Q4 2025 | $6.8M | 25.1K | — | — |
| Q3 2025 | $3.8M | 14.9K | — | — |
| Q2 2025 | $3.1M | 15.2K | — | — |
| Q1 2025 | $3.6M | 16.1K | — | — |
| Q4 2024 | $19K | 238 | — | — |
| Q4 2024 | $3.5M | 14.1K | — | — |
| Q3 2024 | $3M | 13.1K | — | — |
| Q2 2024 | $2.7M | 12.6K | — | — |
| Q1 2024 | $2.2M | 12.8K | — | — |
| Q4 2023 | $2.6M | 13.3K | — | — |
| Q3 2023 | $2.2M | 13.0K | — | — |
| Q2 2023 | $2.5M | 8.6K | — | — |
| Q1 2023 | $2.2M | 13.2K | — | — |
| Q4 2022 | $1.7M | 13.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF