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Concord Wealth Partners → AAPL
Concord Wealth Partners AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$5K
Q3 2026
Peak value
$23.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.5M |
| Q4 2025 | $17.8M |
| Q4 2025 | $23K |
| Q1 2026 | $17.4M |
| Q2 2026 | $20.2M |
| Q2 2026 | $24K |
| Q3 2026 | $23.5M |
| Q3 2026 | $5K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 57 | — | — |
| Q3 2026 | $23.5M | 70.5K | — | — |
| Q2 2026 | $24K | 289 | — | — |
| Q2 2026 | $20.2M | 69.7K | — | — |
| Q1 2026 | $17.4M | 68.6K | — | — |
| Q4 2025 | $23K | 292 | — | — |
| Q4 2025 | $17.8M | 65.3K | — | — |
| Q3 2025 | $16.5M | 64.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B