Back to AAPL
Gradient Capital Advisors, LLC → AAPL
Gradient Capital Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$898K
Q3 2026
Peak value
$23M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.7M |
| Q3 2025 | $866K |
| Q4 2025 | $19.8M |
| Q4 2025 | $859K |
| Q1 2026 | $18.2M |
| Q1 2026 | $906K |
| Q2 2026 | $20.6M |
| Q2 2026 | $945K |
| Q3 2026 | $23M |
| Q3 2026 | $898K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $898K | 11.1K | — | — |
| Q3 2026 | $23M | 68.9K | — | — |
| Q2 2026 | $945K | 11.4K | — | — |
| Q2 2026 | $20.6M | 71.1K | — | — |
| Q1 2026 | $906K | 11.1K | — | — |
| Q1 2026 | $18.2M | 71.6K | — | — |
| Q4 2025 | $859K | 11.1K | — | — |
| Q4 2025 | $19.8M | 72.8K | — | — |
| Q3 2025 | $866K | 11.1K | — | — |
| Q3 2025 | $18.7M | 73.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other Gradient Capital Advisors, LLC positions
ETHA
$39.8MISHARES CORE S&P 500 ETF
ETHA
$39.2MISHARES CORE S&P 500 ETF
ETHA
$35.7MISHARES CORE S&P 500 ETF
ETHA
$35.1MISHARES CORE S&P 500 ETF
ETHA
$34.5MISHARES CORE S&P 500 ETF
STT-PG
$15.6MSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
STT-PG
$15.3MSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
STT-PG
$14.4MSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF