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BIP Wealth, LLC → AAPL

BIP Wealth, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$41.8M
Q3 2026
Peak value
$41.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.6M
Q3 2025$14.9M
Q4 2025$29.1M
Q1 2026$24M
Q1 2026$226K
Q2 2026$35M
Q2 2026$215K
Q3 2026$41.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$41.8M125.6K——
Q2 2026$215K2.6K——
Q2 2026$35M121.0K——
Q1 2026$226K2.8K——
Q1 2026$24M94.6K——
Q4 2025$29.1M107.2K——
Q3 2025$14.9M58.5K——
Q3 2025$4.6M18.3K——

Other funds holding AAPL

Other BIP Wealth, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$395.8M
SPY

STATE STR SPDR S&P 500 ETF T

$375.9M
SPY

SPDR S&P 500 ETF TR

$354M
SPY

SPDR S&P 500 ETF

$329.2M
SPY

STATE STR SPDR S&P 500 ETF T

$319.4M
BTCW

WISDOMTREE TR

$284.1M
BTCW

WISDOMTREE TR

$278M
BTCW

WISDOMTREE TR

$267M