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Three Magnolias Financial Advisors, LLC → AAPL

Three Magnolias Financial Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
6
Latest value
$4.9M
Q3 2026
Peak value
$5.3M
First seen
Q2 2025

Dollar value over time

Show data table
PeriodPosition value
Q2 2025$3M
Q3 2025$4M
Q4 2025$4.2M
Q1 2026$4.6M
Q2 2026$5.3M
Q3 2026$4.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.9M14.7K——
Q2 2026$5.3M18.2K——
Q1 2026$4.6M18.3K——
Q4 2025$4.2M15.5K——
Q3 2025$4M15.7K——
Q2 2025$3M14.9K——

Other funds holding AAPL

Other Three Magnolias Financial Advisors, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$16.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$14M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.8M
BTCW

WISDOMTREE TR

$11.7M
BTCW

WISDOMTREE TR

$11.5M