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HERITAGE OAK WEALTH ADVISORS LLC → AAPL
HERITAGE OAK WEALTH ADVISORS LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$6.2M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.1M |
| Q4 2025 | $4.5M |
| Q1 2026 | $4.4M |
| Q1 2026 | $351K |
| Q2 2026 | $5.4M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 18.7K | — | — |
| Q2 2026 | $5.4M | 18.5K | — | — |
| Q1 2026 | $351K | 4.3K | — | — |
| Q1 2026 | $4.4M | 17.5K | — | — |
| Q4 2025 | $4.5M | 16.5K | — | — |
| Q3 2025 | $4.1M | 15.9K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B