Back to AAPL
Private Wealth Management Group, LLC → AAPL
Private Wealth Management Group, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$11M
Q3 2026
Peak value
$11M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.4M |
| Q1 2026 | $8M |
| Q2 2026 | $9.4M |
| Q3 2026 | $11M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11M | 33.0K | — | — |
| Q2 2026 | $9.4M | 32.4K | — | — |
| Q1 2026 | $8M | 31.4K | — | — |
| Q4 2025 | $8.4M | 30.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B