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Apella Capital, LLC → AAPL

Apella Capital, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$1.3M
Q3 2026
Peak value
$119.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$48.1M
Q4 2025$69.2M
Q1 2026$88M
Q1 2026$1.1M
Q2 2026$104.7M
Q2 2026$1.2M
Q3 2026$119.2M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M4.0K——
Q3 2026$119.2M354.2K——
Q2 2026$1.2M4.0K——
Q2 2026$104.7M337.2K——
Q1 2026$1.1M4.0K——
Q1 2026$88M325.6K——
Q4 2025$69.2M254.5K——
Q3 2025$48.1M194.3K——

Other funds holding AAPL

Other Apella Capital, LLC positions

VGES

VANGUARD INDEX FDS

$292.4M
VGES

VANGUARD INDEX FDS

$274.7M
VGES

VANGUARD INDEX FDS

$255.9M
VGES

VANGUARD INDEX FDS

$230.9M
HONA

DIMENSIONAL ETF TRUST

$204.4M
HONA

DIMENSIONAL ETF TRUST

$196.1M
HONA

DIMENSIONAL ETF TRUST

$188.2M
VGES

VANGUARD SCOTTSDALE FDS

$166.3M