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WT Wealth Management → AAPL

WT Wealth Management AAPL Position History

Apple Inc. • Technology

Quarters held
7
Latest value
$9.4M
Q3 2026
Peak value
$10.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10.7M
Q3 2025$6.6M
Q4 2025$9.3M
Q4 2025$6.5M
Q1 2026$7.3M
Q2 2026$9.2M
Q3 2026$9.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.4M28.2K——
Q2 2026$9.2M31.7K——
Q1 2026$7.3M28.9K——
Q4 2025$6.5M84.1K——
Q4 2025$9.3M34.2K——
Q3 2025$6.6M84.6K——
Q3 2025$10.7M41.9K——

Other funds holding AAPL

Other WT Wealth Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$33.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$33.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.5M
SGOL

ETFS GOLD TR

$19M
SGOL

ETFS GOLD TR

$18.6M
SGOL

ETFS GOLD TR

$17.3M