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True Wealth Design, LLC → AAPL
True Wealth Design, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$8K
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q4 2025 | $2.3M |
| Q1 2026 | $2.3M |
| Q1 2026 | $42K |
| Q2 2026 | $2.7M |
| Q2 2026 | $8K |
| Q3 2026 | $3.2M |
| Q3 2026 | $8K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8K | 100 | — | — |
| Q3 2026 | $3.2M | 9.5K | — | — |
| Q2 2026 | $8K | 100 | — | — |
| Q2 2026 | $2.7M | 9.2K | — | — |
| Q1 2026 | $42K | 518 | — | — |
| Q1 2026 | $2.3M | 9.2K | — | — |
| Q4 2025 | $2.3M | 8.6K | — | — |
| Q3 2025 | $2.1M | 8.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B