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Wernau Asset Management Inc. → AAPL

Wernau Asset Management Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
10
Latest value
$31.5M
Q3 2026
Peak value
$31.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$24M
Q3 2025$10.7M
Q4 2025$25.5M
Q4 2025$20.3M
Q1 2026$23.8M
Q1 2026$15M
Q2 2026$26.3M
Q2 2026$17.7M
Q3 2026$29.8M
Q3 2026$31.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$31.5M94.5K——
Q3 2026$29.8M89.6K——
Q2 2026$17.7M61.0K——
Q2 2026$26.3M91.0K——
Q1 2026$15M59.2K——
Q1 2026$23.8M93.6K——
Q4 2025$20.3M74.7K——
Q4 2025$25.5M93.6K——
Q3 2025$10.7M42.0K——
Q3 2025$24M94.2K——

Other funds holding AAPL

Other Wernau Asset Management Inc. positions

SPY

STATE STR SPDR S&P 500 ETF T

$12.8M
SPY

STATE STR SPDR S&P 500 ETF T

$12.6M
SPY

SPDR S&P 500 ETF TR

$11.6M
SPY

SPDR S&P 500 ETF TR

$11.4M
SPY

STATE STR SPDR S&P 500 ETF T

$11.1M
GOOGN

ALPHABET INC

$8M
GOOGN

ALPHABET INC

$7.8M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$7.3M