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Advocate Investing Services LLC → AAPL
Advocate Investing Services LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$5.1M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.1M |
| Q4 2025 | $3.3M |
| Q1 2026 | $2M |
| Q1 2026 | $4.6M |
| Q2 2026 | $2.3M |
| Q2 2026 | $5.2M |
| Q3 2026 | $2.6M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 63.7K | — | — |
| Q3 2026 | $2.6M | 7.8K | — | — |
| Q2 2026 | $5.2M | 62.3K | — | — |
| Q2 2026 | $2.3M | 7.8K | — | — |
| Q1 2026 | $4.6M | 56.3K | — | — |
| Q1 2026 | $2M | 7.8K | — | — |
| Q4 2025 | $3.3M | 42.2K | — | — |
| Q4 2025 | $2.1M | 7.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B