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Trueblood Wealth Management, LLC → AAPL

Trueblood Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$11.4M
Q3 2026
Peak value
$11.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.4M
Q1 2026$8.7M
Q2 2026$10M
Q3 2026$11.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.4M34.3K——
Q2 2026$10M34.6K——
Q1 2026$8.7M34.3K——
Q4 2025$9.4M34.6K——

Other funds holding AAPL

Other Trueblood Wealth Management, LLC positions

JPM-PM

JPMORGAN CHASE & CO.

$13.5M
JPM-PM

JPMORGAN CHASE & CO

$13.5M
JPM-PM

JPMORGAN CHASE & CO

$13.4M
JPM-PM

JPMORGAN CHASE & CO

$12.1M
MSFT

MICROSOFT CORP

$7.3M
MSFT

MICROSOFT CORP

$7M
CAT

CATERPILLAR INC

$5.9M
NVDA

NVIDIA CORPORATION

$5.6M