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Bullock Wealth Management Group → AAPL
Bullock Wealth Management Group AAPL Position History
Apple Inc. • Technology
Quarters held
30
Latest value
$167K
Q3 2026
Peak value
$4.2M
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $2.4M |
| Q1 2023 | $113K |
| Q2 2023 | $2.9M |
| Q2 2023 | $115K |
| Q3 2023 | $2.7M |
| Q3 2023 | $313K |
| Q4 2023 | $3.3M |
| Q4 2023 | $381K |
| Q1 2024 | $2.9M |
| Q1 2024 | $410K |
| Q2 2024 | $3.6M |
| Q2 2024 | $397K |
| Q3 2024 | $3.9M |
| Q3 2024 | $430K |
| Q4 2024 | $3.7M |
| Q4 2024 | $283K |
| Q1 2025 | $2.9M |
| Q1 2025 | $213K |
| Q2 2025 | $2.7M |
| Q2 2025 | $212K |
| Q3 2025 | $3.2M |
| Q3 2025 | $198K |
| Q4 2025 | $3.5M |
| Q4 2025 | $172K |
| Q1 2026 | $3.2M |
| Q1 2026 | $164K |
| Q2 2026 | $3.8M |
| Q2 2026 | $175K |
| Q3 2026 | $4.2M |
| Q3 2026 | $167K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $167K | 2.1K | — | — |
| Q3 2026 | $4.2M | 12.8K | — | — |
| Q2 2026 | $175K | 2.1K | — | — |
| Q2 2026 | $3.8M | 12.8K | — | — |
| Q1 2026 | $164K | 2.0K | — | — |
| Q1 2026 | $3.2M | 12.7K | — | — |
| Q4 2025 | $172K | 2.2K | — | — |
| Q4 2025 | $3.5M | 12.8K | — | — |
| Q3 2025 | $198K | 2.5K | — | — |
| Q3 2025 | $3.2M | 12.6K | — | — |
| Q2 2025 | $212K | 2.6K | — | — |
| Q2 2025 | $2.7M | 12.8K | — | — |
| Q1 2025 | $213K | 2.6K | — | — |
| Q1 2025 | $2.9M | 13.1K | — | — |
| Q4 2024 | $283K | 3.6K | — | — |
| Q4 2024 | $3.7M | 14.9K | — | — |
| Q3 2024 | $430K | 5.2K | — | — |
| Q3 2024 | $3.9M | 17.1K | — | — |
| Q2 2024 | $397K | 5.2K | — | — |
| Q2 2024 | $3.6M | 16.6K | — | — |
| Q1 2024 | $410K | 5.4K | — | — |
| Q1 2024 | $2.9M | 17.1K | — | — |
| Q4 2023 | $381K | 5.3K | — | — |
| Q4 2023 | $3.3M | 16.9K | — | — |
| Q3 2023 | $313K | 4.6K | — | — |
| Q3 2023 | $2.7M | 15.5K | — | — |
| Q2 2023 | $115K | 1.5K | — | — |
| Q2 2023 | $2.9M | 15.2K | — | — |
| Q1 2023 | $113K | 1.5K | — | — |
| Q1 2023 | $2.4M | 14.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
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