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COMPASS FINANCIAL MANAGEMENT LLC → AAPL
COMPASS FINANCIAL MANAGEMENT LLC AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$59K
Q3 2026
Peak value
$29.4M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $25.9M |
| Q2 2026 | $85K |
| Q3 2026 | $29.4M |
| Q3 2026 | $59K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $59K | 737 | — | — |
| Q3 2026 | $29.4M | 88.4K | — | — |
| Q2 2026 | $85K | 1.0K | — | — |
| Q2 2026 | $25.9M | 86.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other COMPASS FINANCIAL MANAGEMENT LLC positions
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NOC
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PLTR
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VGES
$14MVANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES