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FINANCIAL CONSULATE, INC → AAPL

FINANCIAL CONSULATE, INC AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$45K
Q3 2026
Peak value
$25.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$21.2M
Q4 2025$49K
Q1 2026$19.6M
Q1 2026$49K
Q2 2026$22M
Q2 2026$50K
Q3 2026$25.2M
Q3 2026$45K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$45K562——
Q3 2026$25.2M75.8K——
Q2 2026$50K607——
Q2 2026$22M76.0K——
Q1 2026$49K603——
Q1 2026$19.6M77.3K——
Q4 2025$49K634——
Q4 2025$21.2M78.1K——

Other funds holding AAPL

Other FINANCIAL CONSULATE, INC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$157M
SCHW-PJ

SCHWAB STRATEGIC TR

$155M
SCHW-PJ

SCHWAB STRATEGIC TR

$140M
SCHW-PJ

SCHWAB STRATEGIC TR

$133.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$53.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$53.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.9M
NEE-PS

DIMENSIONAL ETF TRUST

$44.4M