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Regent Peak Wealth Advisors LLC → AAPL
Regent Peak Wealth Advisors LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$35.9M
Q3 2026
Peak value
$35.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $27.8M |
| Q4 2025 | $29.8M |
| Q1 2026 | $27.4M |
| Q2 2026 | $31.3M |
| Q3 2026 | $35.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $35.9M | 107.8K | — | — |
| Q2 2026 | $31.3M | 108.2K | — | — |
| Q1 2026 | $27.4M | 107.9K | — | — |
| Q4 2025 | $29.8M | 109.4K | — | — |
| Q3 2025 | $27.8M | 109.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other Regent Peak Wealth Advisors LLC positions
VGES
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VGES
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VGES
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VGES
$83.9MVANGUARD TOTAL STOCK MARKET ETF
VGES
$78.4MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$39.9MISHARES CORE MSCI EAFE ETF
ETHA
$39.2MISHARES CORE MSCI EAFE ETF
ETHA
$33MISHARES CORE MSCI EAFE ETF