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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → AAPL
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management AAPL Position History
Apple Inc. • Technology
Quarters held
14
Latest value
$500K
Q3 2026
Peak value
$184.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $146.3M |
| Q3 2025 | $7.2M |
| Q3 2025 | $356K |
| Q4 2025 | $159.6M |
| Q4 2025 | $9.1M |
| Q4 2025 | $272K |
| Q1 2026 | $142.6M |
| Q1 2026 | $12.8M |
| Q2 2026 | $158.6M |
| Q2 2026 | $21.1M |
| Q3 2026 | $31.8M |
| Q3 2026 | $184.9M |
| Q3 2026 | $100K |
| Q3 2026 | $500K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $500K | 1.5K | — | — |
| Q3 2026 | $100K | 300 | — | — |
| Q3 2026 | $184.9M | 555.2K | — | — |
| Q3 2026 | $31.8M | 95.6K | — | — |
| Q2 2026 | $21.1M | 72.8K | — | — |
| Q2 2026 | $158.6M | 548.0K | — | — |
| Q1 2026 | $12.8M | 50.6K | — | — |
| Q1 2026 | $142.6M | 561.9K | — | — |
| Q4 2025 | $272K | 1.0K | — | — |
| Q4 2025 | $9.1M | 33.4K | — | — |
| Q4 2025 | $159.6M | 587.0K | — | — |
| Q3 2025 | $356K | 1.4K | — | — |
| Q3 2025 | $7.2M | 28.4K | — | — |
| Q3 2025 | $146.3M | 574.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B