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Capital Square, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$603K
Q3 2026
Peak value
$4.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $290K |
| Q4 2025 | $3.4M |
| Q4 2025 | $230K |
| Q1 2026 | $3.7M |
| Q1 2026 | $341K |
| Q2 2026 | $4.2M |
| Q2 2026 | $608K |
| Q3 2026 | $4.4M |
| Q3 2026 | $603K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $603K | 7.5K | — | — |
| Q3 2026 | $4.4M | 13.3K | — | — |
| Q2 2026 | $608K | 7.2K | — | — |
| Q2 2026 | $4.2M | 13.3K | — | — |
| Q1 2026 | $341K | 4.1K | — | — |
| Q1 2026 | $3.7M | 13.6K | — | — |
| Q4 2025 | $230K | 3.0K | — | — |
| Q4 2025 | $3.4M | 12.6K | — | — |
| Q3 2025 | $290K | 3.7K | — | — |
| Q3 2025 | $3.2M | 12.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other Capital Square, LLC positions
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ETHA
$12.9MISHARES TR PFD AND INCM SEC
VGES
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VGES
$11.7MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$9.1MISHARES TR PFD AND INCM SEC
ETHA
$7.4MISHARES TR PFD AND INCM SEC