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Avantax Planning Partners, Inc. → AAPL
Avantax Planning Partners, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$220K
Q3 2026
Peak value
$47.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $40M |
| Q1 2026 | $37.5M |
| Q2 2026 | $42.5M |
| Q3 2026 | $47.1M |
| Q3 2026 | $220K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $220K | 2.7K | — | — |
| Q3 2026 | $47.1M | 141.4K | — | — |
| Q2 2026 | $42.5M | 146.8K | — | — |
| Q1 2026 | $37.5M | 147.7K | — | — |
| Q4 2025 | $40M | 147.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B