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Annex Advisory Services, LLC → AAPL
Annex Advisory Services, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$9.4M
Q3 2026
Peak value
$181.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $126.5M |
| Q4 2025 | $10.5M |
| Q1 2026 | $116.8M |
| Q1 2026 | $12.3M |
| Q2 2026 | $131.3M |
| Q2 2026 | $12.1M |
| Q3 2026 | $181.6M |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 117.0K | — | — |
| Q3 2026 | $181.6M | 545.4K | — | — |
| Q2 2026 | $12.1M | 145.3K | — | — |
| Q2 2026 | $131.3M | 453.9K | — | — |
| Q1 2026 | $12.3M | 150.0K | — | — |
| Q1 2026 | $116.8M | 460.1K | — | — |
| Q4 2025 | $10.5M | 135.5K | — | — |
| Q4 2025 | $126.5M | 465.2K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B