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Towerpoint Wealth, LLC → AAPL

Towerpoint Wealth, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$4.9M
Q3 2026
Peak value
$4.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.9M
Q1 2026$3.7M
Q2 2026$4.5M
Q3 2026$4.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.9M14.7K——
Q2 2026$4.5M15.4K——
Q1 2026$3.7M14.4K——
Q4 2025$3.9M14.4K——

Other funds holding AAPL

Other Towerpoint Wealth, LLC positions

VGES

VANGUARD INDEX FDS

$31.4M
VGES

VANGUARD INDEX FDS

$31M
VGES

VANGUARD INDEX FDS

$30.8M
VGES

VANGUARD INDEX FDS

$30.5M
VGES

VANGUARD INDEX FDS

$30.5M
VGES

VANGUARD INDEX FDS

$30.1M
VGES

VANGUARD INDEX FDS

$27.3M
VGES

VANGUARD INDEX FDS

$23.9M