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BigSur Wealth Management LLC → AAPL
BigSur Wealth Management LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$8.8M
Q3 2026
Peak value
$9.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9M |
| Q4 2025 | $9.6M |
| Q1 2026 | $6.8M |
| Q2 2026 | $7.7M |
| Q3 2026 | $8.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.8M | 26.5K | — | — |
| Q2 2026 | $7.7M | 26.5K | — | — |
| Q1 2026 | $6.8M | 26.7K | — | — |
| Q4 2025 | $9.6M | 35.5K | — | — |
| Q3 2025 | $9M | 35.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B