Back to AAPL
Balboa Wealth Partners AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$364K
Q3 2026
Peak value
$23.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.8M |
| Q3 2025 | $300K |
| Q4 2025 | $18.9M |
| Q4 2025 | $332K |
| Q1 2026 | $17.9M |
| Q1 2026 | $366K |
| Q2 2026 | $20.8M |
| Q2 2026 | $372K |
| Q3 2026 | $23.6M |
| Q3 2026 | $364K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $364K | 4.5K | — | — |
| Q3 2026 | $23.6M | 70.8K | — | — |
| Q2 2026 | $372K | 4.5K | — | — |
| Q2 2026 | $20.8M | 72.0K | — | — |
| Q1 2026 | $366K | 4.5K | — | — |
| Q1 2026 | $17.9M | 70.6K | — | — |
| Q4 2025 | $332K | 4.3K | — | — |
| Q4 2025 | $18.9M | 69.7K | — | — |
| Q3 2025 | $300K | 3.8K | — | — |
| Q3 2025 | $17.8M | 69.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B