Back to AAPL

Thrive Wealth Management, LLC → AAPL

Thrive Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
6
Latest value
$2.3M
Q3 2026
Peak value
$19.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$15.3M
Q1 2026$14.5M
Q2 2026$16.8M
Q2 2026$2.1M
Q3 2026$19.4M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M6.8K——
Q3 2026$19.4M58.3K——
Q2 2026$2.1M7.4K——
Q2 2026$16.8M58.1K——
Q1 2026$14.5M57.0K——
Q4 2025$15.3M56.4K——

Other funds holding AAPL

Other Thrive Wealth Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$195.8M
VGES

VANGUARD INDEX FDS

$189.4M
VGES

VANGUARD INDEX FDS

$184.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$183.8M
VGES

VANGUARD INDEX FDS

$169.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$160.6M
VGES

VANGUARD INDEX FDS

$158.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$154.9M