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BARRETT & COMPANY, INC. → AAPL

BARRETT & COMPANY, INC. AAPL Position History

Apple Inc. • Technology

Quarters held
9
Latest value
$52K
Q3 2026
Peak value
$9.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.2M
Q3 2025$51K
Q4 2025$7.5M
Q4 2025$50K
Q1 2026$7M
Q2 2026$9.2M
Q2 2026$54K
Q3 2026$9.7M
Q3 2026$52K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$52K648——
Q3 2026$9.7M29.0K——
Q2 2026$54K648——
Q2 2026$9.2M31.7K——
Q1 2026$7M27.6K——
Q4 2025$50K648——
Q4 2025$7.5M27.6K——
Q3 2025$51K648——
Q3 2025$7.2M28.2K——

Other funds holding AAPL

Other BARRETT & COMPANY, INC. positions

VGES

VANGUARD INDEX FDS

$38.4M
VGES

VANGUARD INDEX FDS

$37.6M
VGES

VANGUARD INDEX FDS

$31.4M
VGES

VANGUARD INDEX FDS

$31.1M
VGES

VANGUARD INDEX FDS

$29.9M
ETHA

ISHARES TR

$22.7M
ETHA

ISHARES TR

$22.4M
ETHA

ISHARES TR

$19.4M