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Westwood Wealth Management → AAPL

Westwood Wealth Management AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$12.7M
Q3 2026
Peak value
$12.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.7M
Q1 2026$10.8M
Q2 2026$11.9M
Q3 2026$12.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.7M38.1K——
Q2 2026$11.9M41.0K——
Q1 2026$10.8M42.8K——
Q4 2025$6.7M24.5K——

Other funds holding AAPL

Other Westwood Wealth Management positions

NVDA

NVIDIA CORPORATION

$124.1M
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NVIDIA CORPORATION

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GOOGN

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$26.3M
GOOGN

ALPHABET INC

$25.1M
GOOGN

ALPHABET INC

$21.4M
KOLD

PROSHARES TR

$21.1M
KOLD

PROSHARES TR

$20.8M