Back to AAPL

Helium Advisors LLC → AAPL

Helium Advisors LLC AAPL Position History

Apple Inc. • Technology

Quarters held
10
Latest value
$1.7M
Q3 2026
Peak value
$6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6M
Q3 2025$1.9M
Q4 2025$4.5M
Q4 2025$1.5M
Q1 2026$4M
Q1 2026$1.5M
Q2 2026$4.4M
Q2 2026$1.6M
Q3 2026$3.5M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M20.8K——
Q3 2026$3.5M10.4K——
Q2 2026$1.6M19.3K——
Q2 2026$4.4M15.2K——
Q1 2026$1.5M18.6K——
Q1 2026$4M15.6K——
Q4 2025$1.5M19.3K——
Q4 2025$4.5M16.7K——
Q3 2025$1.9M23.7K——
Q3 2025$6M23.5K——

Other funds holding AAPL

Other Helium Advisors LLC positions

VGES

VANGUARD INDEX FDS

$12M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$10.8M
MSFT

MICROSOFT CORP

$10.6M
MSFT

MICROSOFT CORP

$9.3M
MSFT

MICROSOFT CORP

$8.9M
MSFT

MICROSOFT CORP

$8.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$8.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$8.6M