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Private Wealth Partners, LLC → AAPL
Private Wealth Partners, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$135.1M
Q3 2026
Peak value
$135.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $118.7M |
| Q4 2025 | $118.7M |
| Q1 2026 | $108.7M |
| Q2 2026 | $117.4M |
| Q2 2026 | $289K |
| Q3 2026 | $135.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $135.1M | 405.8K | — | — |
| Q2 2026 | $289K | 1.0K | — | — |
| Q2 2026 | $117.4M | 405.9K | — | — |
| Q1 2026 | $108.7M | 428.5K | — | — |
| Q4 2025 | $118.7M | 436.5K | — | — |
| Q3 2025 | $118.7M | 466.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B