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Capital Asset Advisory Services LLC → AAPL

Capital Asset Advisory Services LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$56.8M
Q3 2026
Peak value
$56.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$45.7M
Q1 2026$49.3M
Q2 2026$52.8M
Q3 2026$56.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$56.8M163.2K——
Q2 2026$52.8M182.4K——
Q1 2026$49.3M180.7K——
Q4 2025$45.7M174.3K——

Other funds holding AAPL

Other Capital Asset Advisory Services LLC positions

VGES

VANGUARD INDEX FDS

$351.6M
VGES

VANGUARD INDEX FDS

$349.9M
VGES

VANGUARD INDEX FDS

$345.5M
VGES

VANGUARD INDEX FDS

$338M
ETHA

ISHARES TR

$177.3M
ETHA

ISHARES TR

$168.9M
ETHA

ISHARES TR

$164.3M
ETHA

ISHARES TR

$161.5M