Back to AAPL
Dakota Wealth Management → AAPL
Dakota Wealth Management AAPL Position History
Apple Inc. • Technology
Quarters held
14
Latest value
$4M
Q2 2026
Peak value
$178.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $147.7M |
| Q3 2025 | $147.7M |
| Q3 2025 | $3.9M |
| Q3 2025 | $3.9M |
| Q4 2025 | $174.4M |
| Q4 2025 | $174.4M |
| Q4 2025 | $3.8M |
| Q4 2025 | $3.8M |
| Q1 2026 | $155.9M |
| Q1 2026 | $155.9M |
| Q1 2026 | $4M |
| Q1 2026 | $4M |
| Q2 2026 | $178.8M |
| Q2 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $4M | 48.2K | — | — |
| Q2 2026 | $178.8M | 617.8K | — | — |
| Q1 2026 | $4M | 48.6K | — | — |
| Q1 2026 | $4M | 48.6K | — | — |
| Q1 2026 | $155.9M | 614.3K | — | — |
| Q1 2026 | $155.9M | 614.3K | — | — |
| Q4 2025 | $3.8M | 49.2K | — | — |
| Q4 2025 | $3.8M | 49.2K | — | — |
| Q4 2025 | $174.4M | 641.6K | — | — |
| Q4 2025 | $174.4M | 641.6K | — | — |
| Q3 2025 | $3.9M | 49.6K | — | — |
| Q3 2025 | $3.9M | 49.6K | — | — |
| Q3 2025 | $147.7M | 580.0K | — | — |
| Q3 2025 | $147.7M | 580.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B