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Cape Investment Advisory, Inc. → AAPL
Cape Investment Advisory, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
13
Latest value
$12K
Q3 2026
Peak value
$5.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $6K |
| Q4 2025 | $4.7M |
| Q4 2025 | $94K |
| Q4 2025 | $34K |
| Q1 2026 | $3.8M |
| Q1 2026 | $208K |
| Q2 2026 | $4.4M |
| Q2 2026 | $324K |
| Q2 2026 | $13K |
| Q3 2026 | $5.2M |
| Q3 2026 | $731K |
| Q3 2026 | $12K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12K | 144 | — | — |
| Q3 2026 | $731K | 2.2K | — | — |
| Q3 2026 | $5.2M | 15.6K | — | — |
| Q2 2026 | $13K | 159 | — | — |
| Q2 2026 | $324K | 1.1K | — | — |
| Q2 2026 | $4.4M | 15.2K | — | — |
| Q1 2026 | $208K | 821 | — | — |
| Q1 2026 | $3.8M | 15.1K | — | — |
| Q4 2025 | $34K | 435 | — | — |
| Q4 2025 | $94K | 346 | — | — |
| Q4 2025 | $4.7M | 17.5K | — | — |
| Q3 2025 | $6K | 22 | — | — |
| Q3 2025 | $1M | 4.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B