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Farnam Financial LLC → AAPL

Farnam Financial LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$6.5M
Q3 2026
Peak value
$7.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7M
Q4 2025$7.5M
Q1 2026$4.8M
Q2 2026$5.5M
Q3 2026$6.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.5M18.9K——
Q2 2026$5.5M19.0K——
Q1 2026$4.8M19.1K——
Q4 2025$7.5M27.6K——
Q3 2025$7M27.4K——

Other funds holding AAPL

Other Farnam Financial LLC positions

ETHA

ISHARES TR

$13.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.7M
VGES

VANGUARD INDEX FDS

$13.4M
ETHA

ISHARES TR

$13.3M
VGES

VANGUARD INDEX FDS

$12.9M
VGES

VANGUARD INDEX FDS

$11.6M
VGES

VANGUARD TAX-MANAGED FDS

$11.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.2M