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Costello Asset Management, INC → AAPL
Costello Asset Management, INC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$288K
Q3 2026
Peak value
$30.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.3M |
| Q3 2025 | $352K |
| Q4 2025 | $24.5M |
| Q4 2025 | $310K |
| Q1 2026 | $22.9M |
| Q1 2026 | $306K |
| Q2 2026 | $26.6M |
| Q2 2026 | $297K |
| Q3 2026 | $30.1M |
| Q3 2026 | $288K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $288K | 3.6K | — | — |
| Q3 2026 | $30.1M | 90.2K | — | — |
| Q2 2026 | $297K | 3.6K | — | — |
| Q2 2026 | $26.6M | 91.9K | — | — |
| Q1 2026 | $306K | 3.7K | — | — |
| Q1 2026 | $22.9M | 90.4K | — | — |
| Q4 2025 | $310K | 4.0K | — | — |
| Q4 2025 | $24.5M | 90.0K | — | — |
| Q3 2025 | $352K | 4.5K | — | — |
| Q3 2025 | $23.3M | 91.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B