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Capital Management Associates, Inc → AAPL

Capital Management Associates, Inc AAPL Position History

Apple Inc. • Technology

Quarters held
15
Latest value
$819K
Q3 2026
Peak value
$18.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$131K
Q3 2025$17.6M
Q3 2025$614K
Q4 2025$14.8M
Q4 2025$140K
Q4 2025$613K
Q1 2026$131K
Q1 2026$13.8M
Q1 2026$802K
Q2 2026$16.1M
Q2 2026$149K
Q2 2026$801K
Q3 2026$172K
Q3 2026$18.4M
Q3 2026$819K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$819K10.2K——
Q3 2026$18.4M55.2K——
Q3 2026$172K515——
Q2 2026$801K9.6K——
Q2 2026$149K515——
Q2 2026$16.1M55.5K——
Q1 2026$802K9.8K——
Q1 2026$13.8M54.2K——
Q1 2026$131K515——
Q4 2025$613K7.9K——
Q4 2025$140K515——
Q4 2025$14.8M54.3K——
Q3 2025$614K7.8K——
Q3 2025$17.6M69.2K——
Q3 2025$131K515——

Other funds holding AAPL

Other Capital Management Associates, Inc positions

SPY

STATE STR SPDR S&P 500 ETF T

$78.3M
SPY

STATE STR SPDR S&P 500 ETF T

$77M
SPY

STATE STR SPDR S&P 500 ETF T

$67.4M
SPY

SPDR S&P 500 ETF TR

$64.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$51.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$51.8M
VGES

VANGUARD INDEX FDS

$50.3M
VGES

VANGUARD INDEX FDS

$48.3M