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Capital Planning LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$7.3M
Q3 2026
Peak value
$7.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.6M |
| Q4 2025 | $6M |
| Q1 2026 | $5.5M |
| Q2 2026 | $6.3M |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 21.9K | — | — |
| Q2 2026 | $6.3M | 21.9K | — | — |
| Q1 2026 | $5.5M | 21.8K | — | — |
| Q4 2025 | $6M | 22.0K | — | — |
| Q3 2025 | $5.6M | 22.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B