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RM Financial Services, LLC → AAPL

RM Financial Services, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$5M
Q3 2026
Peak value
$5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.3M
Q1 2026$3.9M
Q2 2026$4.4M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M15.2K——
Q2 2026$4.4M15.2K——
Q1 2026$3.9M15.4K——
Q4 2025$4.3M15.8K——

Other funds holding AAPL

Other RM Financial Services, LLC positions

COF-PN

CAPITAL GROUP DIVIDEND GROWE

$12M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11.9M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11M
GLD

WORLD GOLD TR

$10.7M
GLD

WORLD GOLD TR

$9.6M
GLD

WORLD GOLD TR

$9.5M
COF-PN

CAPITAL GROUP CONSERVATIVE E

$9.3M
RM Financial Services, LLC AAPL Holdings: 13F Position History | Track13F