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Center for Financial Planning, Inc. → AAPL

Center for Financial Planning, Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$10.8M
Q3 2026
Peak value
$10.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.2M
Q4 2025$8.7M
Q1 2026$8.1M
Q2 2026$9.3M
Q3 2026$10.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.8M32.6K——
Q2 2026$9.3M32.0K——
Q1 2026$8.1M31.8K——
Q4 2025$8.7M32.0K——
Q3 2025$8.2M32.2K——

Other funds holding AAPL

Other Center for Financial Planning, Inc. positions

VGES

VANGUARD INDEX FDS

$386.2M
VGES

VANGUARD INDEX FDS

$376.9M
VGES

VANGUARD INDEX FDS

$339.5M
VGES

VANGUARD INDEX FDS

$329.4M
VGES

VANGUARD INDEX FDS

$325.2M
ETHA

ISHARES TR

$107.3M
ETHA

ISHARES TR

$106.2M
ETHA

ISHARES TR

$104.5M