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Concurrent Investment Advisors, LLC → AAPL
Concurrent Investment Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
32
Latest value
$14.4M
Q3 2026
Peak value
$450.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $174.8M |
| Q3 2025 | $2.4M |
| Q3 2025 | $1.5M |
| Q3 2025 | $10.8M |
| Q4 2025 | $1.6M |
| Q4 2025 | $25.5M |
| Q4 2025 | $253.4M |
| Q4 2025 | $2.9M |
| Q4 2025 | $2.9M |
| Q4 2025 | $1.6M |
| Q4 2025 | $11.7M |
| Q4 2025 | $4.6M |
| Q1 2026 | $1.5M |
| Q1 2026 | $237.8M |
| Q1 2026 | $550K |
| Q1 2026 | $558K |
| Q1 2026 | $2M |
| Q1 2026 | $29.1M |
| Q1 2026 | $4.9M |
| Q1 2026 | $13.8M |
| Q2 2026 | $637K |
| Q2 2026 | $286.1M |
| Q2 2026 | $599K |
| Q2 2026 | $37.3M |
| Q2 2026 | $8.9M |
| Q2 2026 | $163K |
| Q3 2026 | $11.7M |
| Q3 2026 | $167K |
| Q3 2026 | $1.4M |
| Q3 2026 | $450.7M |
| Q3 2026 | $12K |
| Q3 2026 | $14.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.4M | 179.0K | — | — |
| Q3 2026 | $12K | 147 | — | — |
| Q3 2026 | $450.7M | 1.37M | — | — |
| Q3 2026 | $1.4M | 4.1K | — | — |
| Q3 2026 | $167K | 500 | — | — |
| Q3 2026 | $11.7M | 35.0K | — | — |
| Q2 2026 | $163K | 2.0K | — | — |
| Q2 2026 | $8.9M | 107.7K | — | — |
| Q2 2026 | $37.3M | 128.8K | — | — |
| Q2 2026 | $599K | 2.1K | — | — |
| Q2 2026 | $286.1M | 1.00M | — | — |
| Q2 2026 | $637K | 2.2K | — | — |
| Q1 2026 | $13.8M | 168.7K | — | — |
| Q1 2026 | $4.9M | 59.5K | — | — |
| Q1 2026 | $29.1M | 114.5K | — | — |
| Q1 2026 | $2M | 7.9K | — | — |
| Q1 2026 | $558K | 2.2K | — | — |
| Q1 2026 | $550K | 2.2K | — | — |
| Q1 2026 | $237.8M | 952.8K | — | — |
| Q1 2026 | $1.5M | 5.8K | — | — |
| Q4 2025 | $4.6M | 58.7K | — | — |
| Q4 2025 | $11.7M | 151.2K | — | — |
| Q4 2025 | $1.6M | 5.8K | — | — |
| Q4 2025 | $2.9M | 10.8K | — | — |
| Q4 2025 | $2.9M | 10.8K | — | — |
| Q4 2025 | $253.4M | 948.2K | — | — |
| Q4 2025 | $25.5M | 93.7K | — | — |
| Q4 2025 | $1.6M | 5.9K | — | — |
| Q3 2025 | $10.8M | 137.9K | — | — |
| Q3 2025 | $1.5M | 5.8K | — | — |
| Q3 2025 | $2.4M | 9.5K | — | — |
| Q3 2025 | $174.8M | 702.2K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B