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Segment Wealth Management, LLC → AAPL

Segment Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$51.2M
Q3 2026
Peak value
$51.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$41.1M
Q4 2025$281K
Q1 2026$38.5M
Q2 2026$44.2M
Q3 2026$51.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$51.2M153.8K——
Q2 2026$44.2M152.9K——
Q1 2026$38.5M151.8K——
Q4 2025$281K3.6K——
Q4 2025$41.1M151.3K——

Other funds holding AAPL

Other Segment Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$122.4M
VGES

VANGUARD INDEX FDS

$120.9M
VGES

VANGUARD INDEX FDS

$108.1M
VGES

VANGUARD INDEX FDS

$102.8M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$82.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$81.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$80.5M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$78.6M