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Caldwell Trust Co AAPL Position History
Apple Inc. • Technology
Quarters held
12
Latest value
$140K
Q3 2026
Peak value
$81.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $66.5M |
| Q4 2025 | $1.2M |
| Q4 2025 | $125K |
| Q1 2026 | $62.7M |
| Q1 2026 | $1.1M |
| Q1 2026 | $142K |
| Q2 2026 | $70.7M |
| Q2 2026 | $1.2M |
| Q2 2026 | $144K |
| Q3 2026 | $81.2M |
| Q3 2026 | $1.4M |
| Q3 2026 | $140K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $140K | 1.7K | — | — |
| Q3 2026 | $1.4M | 4.3K | — | — |
| Q3 2026 | $81.2M | 243.9K | — | — |
| Q2 2026 | $144K | 1.7K | — | — |
| Q2 2026 | $1.2M | 4.3K | — | — |
| Q2 2026 | $70.7M | 244.3K | — | — |
| Q1 2026 | $142K | 1.7K | — | — |
| Q1 2026 | $1.1M | 4.3K | — | — |
| Q1 2026 | $62.7M | 246.9K | — | — |
| Q4 2025 | $125K | 1.6K | — | — |
| Q4 2025 | $1.2M | 4.3K | — | — |
| Q4 2025 | $66.5M | 244.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B