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Roberts Wealth Advisors, LLC → AAPL
Roberts Wealth Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$434K
Q3 2026
Peak value
$29.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.3M |
| Q3 2025 | $576K |
| Q4 2025 | $23.9M |
| Q4 2025 | $583K |
| Q1 2026 | $23.5M |
| Q1 2026 | $611K |
| Q2 2026 | $26.2M |
| Q2 2026 | $484K |
| Q3 2026 | $29.9M |
| Q3 2026 | $434K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $434K | 5.4K | — | — |
| Q3 2026 | $29.9M | 89.8K | — | — |
| Q2 2026 | $484K | 5.8K | — | — |
| Q2 2026 | $26.2M | 90.4K | — | — |
| Q1 2026 | $611K | 7.5K | — | — |
| Q1 2026 | $23.5M | 92.4K | — | — |
| Q4 2025 | $583K | 7.5K | — | — |
| Q4 2025 | $23.9M | 87.7K | — | — |
| Q3 2025 | $576K | 7.3K | — | — |
| Q3 2025 | $23.3M | 91.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B