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Cypress Wealth Services, LLC → AAPL
Cypress Wealth Services, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$314K
Q3 2026
Peak value
$54.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $45.7M |
| Q4 2025 | $312K |
| Q1 2026 | $41.8M |
| Q1 2026 | $329K |
| Q2 2026 | $47M |
| Q2 2026 | $637K |
| Q2 2026 | $319K |
| Q3 2026 | $54.3M |
| Q3 2026 | $734K |
| Q3 2026 | $314K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $314K | 3.8K | — | — |
| Q3 2026 | $734K | 2.2K | — | — |
| Q3 2026 | $54.3M | 162.8K | — | — |
| Q2 2026 | $319K | 3.8K | — | — |
| Q2 2026 | $637K | 2.2K | — | — |
| Q2 2026 | $47M | 162.6K | — | — |
| Q1 2026 | $329K | 4.0K | — | — |
| Q1 2026 | $41.8M | 164.6K | — | — |
| Q4 2025 | $312K | 4.0K | — | — |
| Q4 2025 | $45.7M | 168.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B