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Asset Dedication, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$69K
Q3 2026
Peak value
$26.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.8M |
| Q3 2025 | $84K |
| Q4 2025 | $26.3M |
| Q4 2025 | $84K |
| Q1 2026 | $18.2M |
| Q1 2026 | $94K |
| Q2 2026 | $20.5M |
| Q2 2026 | $75K |
| Q3 2026 | $23.5M |
| Q3 2026 | $69K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $69K | 854 | — | — |
| Q3 2026 | $23.5M | 70.7K | — | — |
| Q2 2026 | $75K | 907 | — | — |
| Q2 2026 | $20.5M | 70.7K | — | — |
| Q1 2026 | $94K | 1.2K | — | — |
| Q1 2026 | $18.2M | 71.9K | — | — |
| Q4 2025 | $84K | 1.1K | — | — |
| Q4 2025 | $26.3M | 96.6K | — | — |
| Q3 2025 | $84K | 1.1K | — | — |
| Q3 2025 | $24.8M | 97.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B