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Cornerstone Financial Management LLC → AAPL
Cornerstone Financial Management LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$2.2M
Q2 2026
Peak value
$2.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2M |
| Q4 2025 | $2M |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2.2M |
| Q2 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $2.2M | 7.5K | — | — |
| Q2 2026 | $2.2M | 7.5K | — | — |
| Q1 2026 | $1.8M | 7.0K | — | — |
| Q1 2026 | $1.8M | 7.0K | — | — |
| Q4 2025 | $2M | 7.5K | — | — |
| Q4 2025 | $2M | 7.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other Cornerstone Financial Management LLC positions
VGES
$6.1MVANGUARD MORNINGSTAR MEGA CAP VALUE ETF
VGES
$6.1MVANGUARD MORNINGSTAR MEGA CAP VALUE ETF
VGES
$5.8MVANGUARD MORNINGSTAR MEGA CAP GROWTH ETF
VGES
$5.8MVANGUARD MORNINGSTAR MEGA CAP GROWTH ETF
VGES
$5.5MVANGUARD SHORT-TERM TREASURY ETF
VGES
$5.5MVANGUARD SHORT-TERM TREASURY ETF
VGES
$5.4MVANGUARD MEGA CAP VALUE ETF
VGES
$5.4MVANGUARD MEGA CAP VALUE ETF