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Peterson Wealth Services → AAPL

Peterson Wealth Services AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$31.5M
Q3 2026
Peak value
$31.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$24.1M
Q4 2025$25.3M
Q1 2026$23.7M
Q2 2026$27M
Q3 2026$31.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$31.5M94.5K——
Q2 2026$27M93.4K——
Q1 2026$23.7M93.4K——
Q4 2025$25.3M92.9K——
Q3 2025$24.1M1.1K——

Other funds holding AAPL

Other Peterson Wealth Services positions

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$26.8M
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$25.6M
VGES

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$24.8M