Back to AAPL
Avantra Family Wealth, Inc. → AAPL
Avantra Family Wealth, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$11.3M
Q3 2026
Peak value
$11.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.2M |
| Q4 2025 | $7.8M |
| Q1 2026 | $7.6M |
| Q2 2026 | $9M |
| Q3 2026 | $11.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.3M | 34.0K | — | — |
| Q2 2026 | $9M | 31.1K | — | — |
| Q1 2026 | $7.6M | 29.9K | — | — |
| Q4 2025 | $7.8M | 28.8K | — | — |
| Q3 2025 | $7.2M | 28.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B