Back to AAPL
Heritage Wealth Management, Inc. → AAPL
Heritage Wealth Management, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$21.2M
Q3 2026
Peak value
$21.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.1M |
| Q4 2025 | $18.5M |
| Q1 2026 | $17.1M |
| Q2 2026 | $19M |
| Q3 2026 | $21.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.2M | 63.5K | — | — |
| Q2 2026 | $19M | 65.8K | — | — |
| Q1 2026 | $17.1M | 67.3K | — | — |
| Q4 2025 | $18.5M | 68.1K | — | — |
| Q3 2025 | $18.1M | 71.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B