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Triangle Securities Wealth Management → AAPL

Triangle Securities Wealth Management AAPL Position History

Apple Inc. • Technology

Quarters held
6
Latest value
$10M
Q3 2026
Peak value
$10M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.8M
Q4 2025$8.2M
Q4 2025$7.8M
Q1 2026$7.6M
Q2 2026$8.7M
Q3 2026$10M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10M29.9K——
Q2 2026$8.7M30.0K——
Q1 2026$7.6M30.1K——
Q4 2025$7.8M30.6K——
Q4 2025$8.2M30.1K——
Q3 2025$7.8M30.6K——

Other funds holding AAPL

Other Triangle Securities Wealth Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$19.6M
VGES

VANGUARD WORLD FD

$19.1M
VGES

VANGUARD WORLD FD

$18.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$18M
SCHW-PJ

SCHWAB STRATEGIC TR

$16.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.3M
VGES

VANGUARD WORLD FD

$15.3M