Back to AAPL
Advisor OS, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
39
Latest value
$3.3M
Q3 2026
Peak value
$47M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $136K |
| Q3 2025 | $37.5M |
| Q3 2025 | $160K |
| Q3 2025 | $123K |
| Q3 2025 | $3.3M |
| Q3 2025 | $567K |
| Q3 2025 | $41K |
| Q4 2025 | $40.1M |
| Q4 2025 | $137K |
| Q4 2025 | $202K |
| Q4 2025 | $2.1M |
| Q4 2025 | $3.6M |
| Q4 2025 | $121K |
| Q4 2025 | $35K |
| Q4 2025 | $1K |
| Q1 2026 | $351K |
| Q1 2026 | $1.6M |
| Q1 2026 | $3.1M |
| Q1 2026 | $36.8M |
| Q1 2026 | $128K |
| Q1 2026 | $730K |
| Q1 2026 | $140K |
| Q1 2026 | $6 |
| Q2 2026 | $40.7M |
| Q2 2026 | $850K |
| Q2 2026 | $30K |
| Q2 2026 | $1.9M |
| Q2 2026 | $222K |
| Q2 2026 | $3.7M |
| Q2 2026 | $135K |
| Q3 2026 | $21K |
| Q3 2026 | $202K |
| Q3 2026 | $1.1M |
| Q3 2026 | $155K |
| Q3 2026 | $47M |
| Q3 2026 | $2.4M |
| Q3 2026 | $10K |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 10.0K | — | — |
| Q3 2026 | $10K | 30 | — | — |
| Q3 2026 | $2.4M | 7.1K | — | — |
| Q3 2026 | $47M | 141.1K | — | — |
| Q3 2026 | $155K | 466 | — | — |
| Q3 2026 | $1.1M | 3.4K | — | — |
| Q3 2026 | $202K | 607 | — | — |
| Q3 2026 | $21K | 62 | — | — |
| Q2 2026 | $135K | 466 | — | — |
| Q2 2026 | $3.7M | 12.7K | — | — |
| Q2 2026 | $222K | 766 | — | — |
| Q2 2026 | $1.9M | 6.5K | — | — |
| Q2 2026 | $30K | 105 | — | — |
| Q2 2026 | $850K | 2.9K | — | — |
| Q2 2026 | $40.7M | 140.8K | — | — |
| Q1 2026 | $6 | 100 | — | — |
| Q1 2026 | $140K | 551 | — | — |
| Q1 2026 | $730K | 2.9K | — | — |
| Q1 2026 | $128K | 505 | — | — |
| Q1 2026 | $36.8M | 145.0K | — | — |
| Q1 2026 | $3.1M | 12.2K | — | — |
| Q1 2026 | $1.6M | 6.3K | — | — |
| Q1 2026 | $351K | 1.4K | — | — |
| Q4 2025 | $1K | 23.8K | — | — |
| Q4 2025 | $35K | 11.3K | — | — |
| Q4 2025 | $121K | 446 | — | — |
| Q4 2025 | $3.6M | 13.2K | — | — |
| Q4 2025 | $2.1M | 7.6K | — | — |
| Q4 2025 | $202K | 744 | — | — |
| Q4 2025 | $137K | 505 | — | — |
| Q4 2025 | $40.1M | 147.4K | — | — |
| Q3 2025 | $41K | 33.0K | — | — |
| Q3 2025 | $567K | 61.3K | — | — |
| Q3 2025 | $3.3M | 13.1K | — | — |
| Q3 2025 | $123K | 482 | — | — |
| Q3 2025 | $160K | 629 | — | — |
| Q3 2025 | $37.5M | 147.1K | — | — |
| Q3 2025 | $136K | 534 | — | — |
| Q3 2025 | $1.6M | 6.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B