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Allen Capital Group, LLC → AAPL

Allen Capital Group, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$37.9M
Q3 2026
Peak value
$37.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$29.8M
Q1 2026$28.6M
Q2 2026$32.9M
Q3 2026$37.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$37.9M113.7K——
Q2 2026$32.9M113.8K——
Q1 2026$28.6M112.7K——
Q4 2025$29.8M109.6K——

Other funds holding AAPL

Other Allen Capital Group, LLC positions

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STT-PG

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$69.2M
STT-PG

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$67.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$57.7M