Back to AAPL
Total Wealth Planning & Management, Inc. → AAPL
Total Wealth Planning & Management, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.3M |
| Q1 2026 | $3.8M |
| Q2 2026 | $4.4M |
| Q2 2026 | $222K |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 14.0K | — | — |
| Q2 2026 | $222K | 2.7K | — | — |
| Q2 2026 | $4.4M | 15.2K | — | — |
| Q1 2026 | $3.8M | 15.0K | — | — |
| Q4 2025 | $4.3M | 15.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B