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Blue Zone Wealth Advisors, LLC → AAPL
Blue Zone Wealth Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$907K
Q3 2026
Peak value
$35M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $20.4M |
| Q1 2026 | $26.5M |
| Q2 2026 | $30.2M |
| Q2 2026 | $850K |
| Q3 2026 | $35M |
| Q3 2026 | $907K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $907K | 11.3K | — | — |
| Q3 2026 | $35M | 105.2K | — | — |
| Q2 2026 | $850K | 10.2K | — | — |
| Q2 2026 | $30.2M | 104.5K | — | — |
| Q1 2026 | $26.5M | 104.3K | — | — |
| Q4 2025 | $20.4M | 75.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B