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HERITAGE INVESTORS MANAGEMENT CORP → AAPL
HERITAGE INVESTORS MANAGEMENT CORP AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$211.8M
Q3 2026
Peak value
$211.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $182.6M |
| Q4 2025 | $192.1M |
| Q1 2026 | $175.5M |
| Q2 2026 | $194.8M |
| Q3 2026 | $211.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $211.8M | 636.1K | — | — |
| Q2 2026 | $194.8M | 673.3K | — | — |
| Q1 2026 | $175.5M | 691.5K | — | — |
| Q4 2025 | $192.1M | 706.6K | — | — |
| Q3 2025 | $182.6M | 717.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B