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WMG Financial Advisors, LLC → AAPL
WMG Financial Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
12
Latest value
$574K
Q3 2026
Peak value
$6.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $20K |
| Q4 2025 | $5.8M |
| Q4 2025 | $558K |
| Q1 2026 | $5.7M |
| Q1 2026 | $21K |
| Q1 2026 | $606K |
| Q2 2026 | $60K |
| Q2 2026 | $6.2M |
| Q2 2026 | $574K |
| Q3 2026 | $60K |
| Q3 2026 | $6.2M |
| Q3 2026 | $574K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $574K | 2.0K | — | — |
| Q3 2026 | $6.2M | 21.4K | — | — |
| Q3 2026 | $60K | 206 | — | — |
| Q2 2026 | $574K | 2.0K | — | — |
| Q2 2026 | $6.2M | 21.4K | — | — |
| Q2 2026 | $60K | 206 | — | — |
| Q1 2026 | $606K | 2.4K | — | — |
| Q1 2026 | $21K | 81 | — | — |
| Q1 2026 | $5.7M | 22.4K | — | — |
| Q4 2025 | $558K | 2.1K | — | — |
| Q4 2025 | $5.8M | 21.3K | — | — |
| Q4 2025 | $20K | 74 | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B