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Councilmark Asset Management, LLC → AAPL

Councilmark Asset Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$21.7M
Q3 2026
Peak value
$21.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$17M
Q4 2025$17.9M
Q1 2026$16.6M
Q2 2026$18.9M
Q3 2026$21.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21.7M65.2K——
Q2 2026$18.9M65.3K——
Q1 2026$16.6M65.4K——
Q4 2025$17.9M65.9K——
Q3 2025$17M66.8K——

Other funds holding AAPL

Other Councilmark Asset Management, LLC positions

BX

Vanguard Dividend Appreciation

$19.8M
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Vanguard Dividend Appreciation

$19.5M
BX

Vanguard Dividend Appreciation

$17.9M
BX

Vanguard Dividend Appreciation

$17.2M
MSFT

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$14.1M
MSFT

Microsoft Corp.

$13.5M
MSFT

Microsoft Corp.

$12.8M
BX

Vanguard Dividend Appreciation

$12.7M