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Western Reserve Capital Management, LLC → AAPL

Western Reserve Capital Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.1M
Q1 2026$2M
Q2 2026$2.2M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M7.5K——
Q2 2026$2.2M7.8K——
Q1 2026$2M7.8K——
Q4 2025$2.1M7.8K——

Other funds holding AAPL

Other Western Reserve Capital Management, LLC positions

VGES

VANGUARD INDEX FDS

$24.7M
VGES

VANGUARD INDEX FDS

$24.4M
VGES

VANGUARD INDEX FDS

$22.1M
VGES

VANGUARD INDEX FDS

$21.1M
VGES

VANGUARD TAX-MANAGED FDS

$19.1M
VGES

VANGUARD TAX-MANAGED FDS

$18.9M
VGES

VANGUARD TAX-MANAGED FDS

$16.5M
VGES

VANGUARD TAX-MANAGED FDS

$15.9M