Back to AAPL
Forum Financial Management, LP → AAPL
Forum Financial Management, LP AAPL Position History
Apple Inc. • Technology
Quarters held
17
Latest value
$657K
Q3 2026
Peak value
$84.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $80.8M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.1M |
| Q3 2025 | $550K |
| Q4 2025 | $84.1M |
| Q4 2025 | $2.7M |
| Q4 2025 | $1.1M |
| Q4 2025 | $587K |
| Q1 2026 | $62.2M |
| Q1 2026 | $2.5M |
| Q1 2026 | $526K |
| Q2 2026 | $70.5M |
| Q2 2026 | $2.8M |
| Q2 2026 | $598K |
| Q3 2026 | $80M |
| Q3 2026 | $3.2M |
| Q3 2026 | $657K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $657K | 2.0K | — | — |
| Q3 2026 | $3.2M | 9.7K | — | — |
| Q3 2026 | $80M | 240.1K | — | — |
| Q2 2026 | $598K | 2.1K | — | — |
| Q2 2026 | $2.8M | 9.7K | — | — |
| Q2 2026 | $70.5M | 243.6K | — | — |
| Q1 2026 | $526K | 2.1K | — | — |
| Q1 2026 | $2.5M | 9.8K | — | — |
| Q1 2026 | $62.2M | 245.2K | — | — |
| Q4 2025 | $587K | 2.2K | — | — |
| Q4 2025 | $1.1M | 4.2K | — | — |
| Q4 2025 | $2.7M | 9.9K | — | — |
| Q4 2025 | $84.1M | 309.5K | — | — |
| Q3 2025 | $550K | 2.2K | — | — |
| Q3 2025 | $1.1M | 4.3K | — | — |
| Q3 2025 | $1.1M | 4.4K | — | — |
| Q3 2025 | $80.8M | 317.2K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B