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Cornerstone Planning, LLC → AAPL

Cornerstone Planning, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$10.9M
Q3 2026
Peak value
$10.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.8M
Q1 2026$9M
Q2 2026$3.1M
Q3 2026$10.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.9M36.0K——
Q2 2026$3.1M10.7K——
Q1 2026$9M35.5K——
Q4 2025$9.8M35.9K——

Other funds holding AAPL

Other Cornerstone Planning, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$20.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.7M
ETHA

ISHARES TR

$14.4M
NVDA

NVIDIA CORPORATION

$14.1M
NVDA

NVIDIA CORPORATION

$13.7M
NVDA

NVIDIA CORPORATION

$13.7M