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Wright Wealth LLC → AAPL

Wright Wealth LLC AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$13.4M
Q3 2026
Peak value
$13.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$11.3M
Q4 2025$25K
Q1 2026$10.2M
Q1 2026$45K
Q2 2026$44K
Q2 2026$11.7M
Q3 2026$52K
Q3 2026$13.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.4M40.3K——
Q3 2026$52K155——
Q2 2026$11.7M40.3K——
Q2 2026$44K152——
Q1 2026$45K178——
Q1 2026$10.2M40.4K——
Q4 2025$25K93——
Q4 2025$11.3M41.7K——

Other funds holding AAPL

Other Wright Wealth LLC positions

VGES

VANGUARD SCOTTSDALE FDS

$18.7M
VGES

VANGUARD SCOTTSDALE FDS

$17.9M
VGES

VANGUARD SCOTTSDALE FDS

$17.1M
VGES

VANGUARD SCOTTSDALE FDS

$16.7M
ETHA

ISHARES TR

$10.1M
ETHA

ISHARES TR

$9.5M
VGES

VANGUARD MALVERN FDS

$9.5M
VGES

VANGUARD MALVERN FDS

$9.1M