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Triad Wealth Partners, LLC → AAPL
Triad Wealth Partners, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$300K
Q3 2026
Peak value
$33.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.1M |
| Q4 2025 | $19.8M |
| Q1 2026 | $20.1M |
| Q2 2026 | $30.6M |
| Q3 2026 | $33.7M |
| Q3 2026 | $300K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $300K | 900 | — | — |
| Q3 2026 | $33.7M | 101.3K | — | — |
| Q2 2026 | $30.6M | 100.7K | — | — |
| Q1 2026 | $20.1M | 79.1K | — | — |
| Q4 2025 | $19.8M | 72.8K | — | — |
| Q3 2025 | $14.1M | 55.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B