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Smallwood Wealth Investment Management, LLC → AAPL
Smallwood Wealth Investment Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$16.5M
Q3 2026
Peak value
$16.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.6M |
| Q1 2026 | $11.7M |
| Q2 2026 | $13.2M |
| Q3 2026 | $16.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.5M | 49.4K | — | — |
| Q2 2026 | $13.2M | 45.5K | — | — |
| Q1 2026 | $11.7M | 45.9K | — | — |
| Q4 2025 | $12.6M | 46.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B