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RMG Wealth Management LLC → AAPL
RMG Wealth Management LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q4 2025 | $3.4M |
| Q1 2026 | $3.9M |
| Q2 2026 | $4M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 13.5K | — | — |
| Q2 2026 | $4M | 13.4K | — | — |
| Q1 2026 | $3.9M | 13.3K | — | — |
| Q4 2025 | $3.4M | 13.4K | — | — |
| Q3 2025 | $3.4M | 13.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other RMG Wealth Management LLC positions
SCHW-PJ
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VGES
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VGES
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SCHW-PJ
$184.8MSCHWAB U.S. LARGE-CAP GROWTH ETF
VGES
$166.5MVANGUARD VALUE INDEX FUND ETF SHARES
SCHW-PJ
$162.8MSCHWAB US LARGE CAP GROWTH ETF
SCHW-PJ
$158.8MSCHWAB US LARGE CAP GROWTH ETF