Back to AAPL
Advisors Asset Management, Inc. → AAPL
Advisors Asset Management, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
45
Latest value
$144.9M
Q2 2026
Peak value
$234.8M
First seen
Q1 2018
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2018 | $70.9M |
| Q1 2018 | $3K |
| Q2 2018 | $78.3M |
| Q2 2018 | $3K |
| Q3 2018 | $99.5M |
| Q3 2018 | $3K |
| Q4 2018 | $68.8M |
| Q4 2018 | $2K |
| Q1 2019 | $80.9M |
| Q1 2019 | $3K |
| Q2 2019 | $84.9M |
| Q2 2019 | $3K |
| Q3 2019 | $98.5M |
| Q3 2019 | $3K |
| Q4 2019 | $127.1M |
| Q4 2019 | $4K |
| Q1 2020 | $110.6M |
| Q2 2020 | $165M |
| Q2 2020 | $5K |
| Q3 2020 | $207.6M |
| Q4 2020 | $230M |
| Q1 2021 | $201.6M |
| Q2 2021 | $206M |
| Q3 2021 | $200.2M |
| Q4 2021 | $234.8M |
| Q1 2022 | $209.7M |
| Q2 2022 | $141.6M |
| Q3 2022 | $126.6M |
| Q4 2022 | $98.4M |
| Q1 2023 | $110.5M |
| Q2 2023 | $117.6M |
| Q3 2023 | $95.4M |
| Q4 2023 | $99.1M |
| Q1 2024 | $88.1M |
| Q2 2024 | $110.7M |
| Q3 2024 | $121.9M |
| Q4 2024 | $133.8M |
| Q1 2025 | $118.5M |
| Q2 2025 | $108.5M |
| Q3 2025 | $136.8M |
| Q3 2025 | $136.8M |
| Q4 2025 | $148.9M |
| Q4 2025 | $148.9M |
| Q1 2026 | $133.3M |
| Q2 2026 | $144.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $144.9M | 500.7K | — | — |
| Q1 2026 | $133.3M | 525.4K | — | — |
| Q4 2025 | $148.9M | 547.7K | — | — |
| Q4 2025 | $148.9M | 547.7K | — | — |
| Q3 2025 | $136.8M | 537.4K | — | — |
| Q3 2025 | $136.8M | 537.4K | — | — |
| Q2 2025 | $108.5M | 528.6K | — | — |
| Q1 2025 | $118.5M | 533.3K | — | — |
| Q4 2024 | $133.8M | 534.4K | — | — |
| Q3 2024 | $121.9M | 523.2K | — | — |
| Q2 2024 | $110.7M | 525.8K | — | — |
| Q1 2024 | $88.1M | 514.0K | — | — |
| Q4 2023 | $99.1M | 514.7K | — | — |
| Q3 2023 | $95.4M | 557.3K | — | — |
| Q2 2023 | $117.6M | 606.1K | — | — |
| Q1 2023 | $110.5M | 669.8K | — | — |
| Q4 2022 | $98.4M | 757.0K | — | — |
| Q3 2022 | $126.6M | 916.2K | — | — |
| Q2 2022 | $141.6M | 1.04M | — | — |
| Q1 2022 | $209.7M | 1.20M | — | — |
| Q4 2021 | $234.8M | 1.32M | — | — |
| Q3 2021 | $200.2M | 1.41M | — | — |
| Q2 2021 | $206M | 1.50M | — | — |
| Q1 2021 | $201.6M | 1.65M | — | — |
| Q4 2020 | $230M | 1.73M | — | — |
| Q3 2020 | $207.6M | 1.79M | — | — |
| Q2 2020 | $5K | 15 | — | — |
| Q2 2020 | $165M | 452.4K | — | — |
| Q1 2020 | $110.6M | 434.9K | — | — |
| Q4 2019 | $4K | 15 | — | — |
| Q4 2019 | $127.1M | 432.7K | — | — |
| Q3 2019 | $3K | 15 | — | — |
| Q3 2019 | $98.5M | 439.6K | — | — |
| Q2 2019 | $3K | 15 | — | — |
| Q2 2019 | $84.9M | 428.8K | — | — |
| Q1 2019 | $3K | 15 | — | — |
| Q1 2019 | $80.9M | 425.8K | — | — |
| Q4 2018 | $2K | 15 | — | — |
| Q4 2018 | $68.8M | 441.9K | — | — |
| Q3 2018 | $3K | 15 | — | — |
| Q3 2018 | $99.5M | 440.7K | — | — |
| Q2 2018 | $3K | 15 | — | — |
| Q2 2018 | $78.3M | 423.2K | — | — |
| Q1 2018 | $3K | 15 | — | — |
| Q1 2018 | $70.9M | 398.5K | — | — |
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