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GRIMES & Co WEALTH MANAGEMENT, LLC → AAPL
GRIMES & Co WEALTH MANAGEMENT, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
20
Latest value
$25.1M
Q3 2026
Peak value
$141M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q4 2025 | $113.2M |
| Q4 2025 | $21.7M |
| Q4 2025 | $8K |
| Q1 2026 | $1.4M |
| Q1 2026 | $228K |
| Q1 2026 | $106.1M |
| Q1 2026 | $109K |
| Q1 2026 | $27M |
| Q2 2026 | $260K |
| Q2 2026 | $1.6M |
| Q2 2026 | $121.4M |
| Q2 2026 | $110K |
| Q2 2026 | $33.5M |
| Q3 2026 | $1.7M |
| Q3 2026 | $300K |
| Q3 2026 | $141M |
| Q3 2026 | $1.8M |
| Q3 2026 | $107K |
| Q3 2026 | $25.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25.1M | 311.4K | — | — |
| Q3 2026 | $107K | 1.3K | — | — |
| Q3 2026 | $1.8M | 5.4K | — | — |
| Q3 2026 | $141M | 423.5K | — | — |
| Q3 2026 | $300K | 900 | — | — |
| Q3 2026 | $1.7M | 5.0K | — | — |
| Q2 2026 | $33.5M | 402.7K | — | — |
| Q2 2026 | $110K | 1.3K | — | — |
| Q2 2026 | $121.4M | 419.7K | — | — |
| Q2 2026 | $1.6M | 5.4K | — | — |
| Q2 2026 | $260K | 900 | — | — |
| Q1 2026 | $27M | 329.8K | — | — |
| Q1 2026 | $109K | 1.3K | — | — |
| Q1 2026 | $106.1M | 418.2K | — | — |
| Q1 2026 | $228K | 900 | — | — |
| Q1 2026 | $1.4M | 5.4K | — | — |
| Q4 2025 | $8K | 100 | — | — |
| Q4 2025 | $21.7M | 279.2K | — | — |
| Q4 2025 | $113.2M | 416.3K | — | — |
| Q4 2025 | $1.5M | 5.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B