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SilverOak Wealth Management LLC → AAPL

SilverOak Wealth Management LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$7.5M
Q3 2026
Peak value
$7.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.9M
Q1 2026$5.1M
Q2 2026$6.5M
Q3 2026$7.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.5M22.4K——
Q2 2026$6.5M22.5K——
Q1 2026$5.1M19.9K——
Q4 2025$5.9M21.8K——

Other funds holding AAPL

Other SilverOak Wealth Management LLC positions

VGES

VANGUARD INDEX FDS

$112.1M
VGES

VANGUARD INDEX FDS

$108.9M
VGES

VANGUARD INDEX FDS

$98M
VGES

VANGUARD INDEX FDS

$94.2M
STT-PG

SPDR SERIES TRUST

$87.8M
VGES

VANGUARD INDEX FDS

$84.7M
VGES

VANGUARD INDEX FDS

$83.9M
STT-PG

SPDR SERIES TRUST

$81.1M