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Waldron Private Wealth LLC → AAPL
Waldron Private Wealth LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$971K
Q3 2026
Peak value
$35.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $30.6M |
| Q4 2025 | $859K |
| Q1 2026 | $28M |
| Q1 2026 | $907K |
| Q2 2026 | $31.4M |
| Q2 2026 | $290K |
| Q3 2026 | $35.3M |
| Q3 2026 | $971K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $971K | 12.1K | — | — |
| Q3 2026 | $35.3M | 105.9K | — | — |
| Q2 2026 | $290K | 3.5K | — | — |
| Q2 2026 | $31.4M | 108.4K | — | — |
| Q1 2026 | $907K | 11.1K | — | — |
| Q1 2026 | $28M | 110.1K | — | — |
| Q4 2025 | $859K | 11.1K | — | — |
| Q4 2025 | $30.6M | 112.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B