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ALTFEST L J & CO INC AAPL Position History
Apple Inc. • Technology
Quarters held
7
Latest value
$4.9M
Q3 2026
Peak value
$34.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $26M |
| Q4 2025 | $7.3M |
| Q1 2026 | $27.3M |
| Q2 2026 | $30.5M |
| Q2 2026 | $2.9M |
| Q3 2026 | $34.5M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 61.2K | — | — |
| Q3 2026 | $34.5M | 103.6K | — | — |
| Q2 2026 | $2.9M | 34.5K | — | — |
| Q2 2026 | $30.5M | 105.3K | — | — |
| Q1 2026 | $27.3M | 107.7K | — | — |
| Q4 2025 | $7.3M | 93.9K | — | — |
| Q4 2025 | $26M | 95.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B