Back to AAPL

ATTICUS WEALTH MANAGEMENT, LLC → AAPL

ATTICUS WEALTH MANAGEMENT, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$17.1M
Q3 2026
Peak value
$17.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13M
Q4 2025$13.6M
Q1 2026$12.5M
Q2 2026$14.1M
Q3 2026$17.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.1M51.3K——
Q2 2026$14.1M48.8K——
Q1 2026$12.5M49.3K——
Q4 2025$13.6M50.2K——
Q3 2025$13M51.2K——

Other funds holding AAPL

Other ATTICUS WEALTH MANAGEMENT, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$98.7M
SPY

STATE STR SPDR S&P 500 ETF T

$95.4M
SPY

SPDR S&P 500 ETF TR

$95.3M
SPY

SPDR S&P 500 ETF TR

$93.9M
SPY

STATE STR SPDR S&P 500 ETF T

$85M
ETHA

ISHARES TR

$25.6M
ETHA

ISHARES TR

$25.4M
ETHA

ISHARES TR

$23.4M