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Capital Advantage, Inc. → AAPL
Capital Advantage, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$3.4M
Q3 2026
Peak value
$18.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.8M |
| Q3 2025 | $3.5M |
| Q4 2025 | $14.5M |
| Q4 2025 | $3.5M |
| Q1 2026 | $13.6M |
| Q1 2026 | $3.7M |
| Q2 2026 | $15.1M |
| Q2 2026 | $3.7M |
| Q3 2026 | $18.3M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 42.6K | — | — |
| Q3 2026 | $18.3M | 54.9K | — | — |
| Q2 2026 | $3.7M | 44.5K | — | — |
| Q2 2026 | $15.1M | 52.0K | — | — |
| Q1 2026 | $3.7M | 45.1K | — | — |
| Q1 2026 | $13.6M | 53.5K | — | — |
| Q4 2025 | $3.5M | 45.1K | — | — |
| Q4 2025 | $14.5M | 53.4K | — | — |
| Q3 2025 | $3.5M | 45.1K | — | — |
| Q3 2025 | $13.8M | 54.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B