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Cassaday & Co Wealth Management LLC → AAPL
Cassaday & Co Wealth Management LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$177K
Q3 2026
Peak value
$69.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $52.7M |
| Q4 2025 | $55.9M |
| Q1 2026 | $51.8M |
| Q1 2026 | $194K |
| Q2 2026 | $61.5M |
| Q2 2026 | $182K |
| Q3 2026 | $69.8M |
| Q3 2026 | $177K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $177K | 2.2K | — | — |
| Q3 2026 | $69.8M | 209.6K | — | — |
| Q2 2026 | $182K | 2.2K | — | — |
| Q2 2026 | $61.5M | 212.6K | — | — |
| Q1 2026 | $194K | 2.4K | — | — |
| Q1 2026 | $51.8M | 204.2K | — | — |
| Q4 2025 | $55.9M | 205.8K | — | — |
| Q3 2025 | $52.7M | 206.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B