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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in APPLE INC

Dynasty Wealth Management, LLC holds 78,794 shares of AAPL (APPLE INC), worth $22.8M as of 2026-Q2. The position was decreased (-9.1% shares). AAPL represents 0.2% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$22.8M

Current Shares

78,794

Total Value Change

+$12.5M

Total Shares Change

+34,540

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
78,794
-9.1%
$22.8M0.2%$289.11
0
2026-Q1
Decreased
86,699
-0.5%
$22M0.2%$263.75
0
2025-Q4
Increased
87,152
+8.2%
$23.7M0.2%$272.82
37
2025-Q3
Increased
80,566
+397.6%
$20.5M0.3%$253.95
55
2025-Q2
Decreased
16,192
-62.4%
$3.3M0.1%$200.47
0
2025-Q1
Increased
43,013
+44.2%
$9.6M0.2%$216.95
45
2024-Q4
Decreased
29,828
-32.6%
$7.5M0.1%$250.83
0
2024-Q3
Increased
44,254
+31.9%
$10.3M0.3%$226.30
42

Other major holders of AAPL: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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