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SAX WEALTH ADVISORS, LLC → AAPL
SAX WEALTH ADVISORS, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$108.5M
Q3 2026
Peak value
$108.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $27.6M |
| Q3 2025 | $1.3M |
| Q4 2025 | $31.3M |
| Q1 2026 | $29.4M |
| Q2 2026 | $31.6M |
| Q3 2026 | $108.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $108.5M | 325.7K | — | — |
| Q2 2026 | $31.6M | 124.7K | — | — |
| Q1 2026 | $29.4M | 108.2K | — | — |
| Q4 2025 | $31.3M | 115.0K | — | — |
| Q3 2025 | $1.3M | 16.3K | — | — |
| Q3 2025 | $27.6M | 108.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B