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Baer Investment Advisory LLC → AAPL
Baer Investment Advisory LLC AAPL Position History
Apple Inc. • Technology
Quarters held
11
Latest value
$795K
Q3 2026
Peak value
$14.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q3 2025 | $656K |
| Q4 2025 | $3.8M |
| Q4 2025 | $508K |
| Q1 2026 | $14.6M |
| Q1 2026 | $3.6M |
| Q1 2026 | $414K |
| Q2 2026 | $4.2M |
| Q2 2026 | $626K |
| Q3 2026 | $4.8M |
| Q3 2026 | $795K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $795K | 88 | — | — |
| Q3 2026 | $4.8M | 14.5K | — | — |
| Q2 2026 | $626K | 97 | — | — |
| Q2 2026 | $4.2M | 15.0K | — | — |
| Q1 2026 | $414K | 86 | — | — |
| Q1 2026 | $3.6M | 14.0K | — | — |
| Q1 2026 | $14.6M | 57.5K | — | — |
| Q4 2025 | $508K | 78 | — | — |
| Q4 2025 | $3.8M | 13.9K | — | — |
| Q3 2025 | $656K | 110 | — | — |
| Q3 2025 | $3.4M | 13.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B