Position history for AE Wealth Management LLC's holdings in APPLE INC
AE Wealth Management LLC holds 2.2M shares of AAPL (APPLE INC), worth $584.7M as of 2025-Q4. The position was increased (++7.0% shares). AAPL represents 3.4% of AE Wealth Management LLC's portfolio.
Current Value
$584.7M
Current Shares
2.2M
Total Value Change
+$239.5M
Total Shares Change
+511,557
Other major holders of AAPL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 2.2M |
+7.0% |
| $584.7M |
| 3.4% |
| $272.82 |
62 |
| 2025-Q3 | Increased | 2M | +11.4% | $511.8M | 3.3% | $253.95 | 64 |
| 2025-Q2 | Increased | 1.8M | +6.5% | $370.1M | 2.7% | $200.47 | 57 |
| 2025-Q1 | Increased | 1.7M | +3.9% | $376.4M | 3.2% | $216.95 | 59 |
| 2024-Q4 | Increased | 1.6M | +6.4% | $408.6M | 3.5% | $250.83 | 61 |
| 2024-Q3 | Decreased | 1.5M | -6.5% | $357.2M | 3.2% | $226.30 | 0 |
| 2024-Q2 | Increased | 1.6M | +26.4% | $345.3M | 3.5% | $209.00 | 70 |