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Wiser Wealth Management, Inc → AAPL

Wiser Wealth Management, Inc AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$5.1M
Q3 2026
Peak value
$5.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.3M
Q1 2026$3.1M
Q2 2026$4M
Q3 2026$5.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.1M15.3K——
Q2 2026$4M14.0K——
Q1 2026$3.1M12.3K——
Q4 2025$3.3M12.0K——

Other funds holding AAPL

Other Wiser Wealth Management, Inc positions

VGES

VANGUARD INDEX FDS

$171.3M
VGES

VANGUARD INDEX FDS

$166.2M
VGES

VANGUARD INDEX FDS

$146.2M
VGES

VANGUARD INDEX FDS

$145.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$68M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$61.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$60.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$56.3M