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Financial Perspectives, Inc → AAPL
Financial Perspectives, Inc AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$142K
Q3 2026
Peak value
$21.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $17.4M |
| Q4 2025 | $137K |
| Q1 2026 | $16.6M |
| Q1 2026 | $145K |
| Q2 2026 | $18.7M |
| Q2 2026 | $147K |
| Q3 2026 | $21.3M |
| Q3 2026 | $142K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $142K | 1.8K | — | — |
| Q3 2026 | $21.3M | 64.0K | — | — |
| Q2 2026 | $147K | 1.8K | — | — |
| Q2 2026 | $18.7M | 64.6K | — | — |
| Q1 2026 | $145K | 1.8K | — | — |
| Q1 2026 | $16.6M | 65.5K | — | — |
| Q4 2025 | $137K | 1.8K | — | — |
| Q4 2025 | $17.4M | 63.9K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B