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Finivi Inc. → AAPL

Finivi Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
13
Latest value
$7.5M
Q3 2026
Peak value
$7.5M
First seen
Q4 2021

Dollar value over time

Show data table
PeriodPosition value
Q4 2021$5.5M
Q4 2023$4M
Q1 2024$3.7M
Q2 2024$4.6M
Q3 2024$4.9M
Q4 2024$5.4M
Q1 2025$4.9M
Q2 2025$4.6M
Q3 2025$5.8M
Q4 2025$6M
Q1 2026$5.9M
Q2 2026$6.4M
Q3 2026$7.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.5M22.4K——
Q2 2026$6.4M22.2K——
Q1 2026$5.9M23.2K——
Q4 2025$6M22.0K——
Q3 2025$5.8M22.7K——
Q2 2025$4.6M22.5K——
Q1 2025$4.9M22.3K——
Q4 2024$5.4M21.7K——
Q3 2024$4.9M21.2K——
Q2 2024$4.6M21.7K——
Q1 2024$3.7M21.3K——
Q4 2023$4M20.9K——
Q4 2021$5.5M30.9K——

Other funds holding AAPL

Other Finivi Inc. positions

VGES

VANGUARD BD INDEX FDS

$13.6M
NOC

JANUS DETROIT STR TR

$11.7M
STT-PG

SSGA ACTIVE ETF TR

$10.5M
STT-PG

SSGA ACTIVE ETF TR

$10.3M
QQQ

INVESCO QQQ TR

$10.3M
VGES

VANGUARD SCOTTSDALE FDS

$10.2M
VGES

VANGUARD SCOTTSDALE FDS

$10.2M
QQQ

INVESCO QQQ TR

$10.1M