Back to AAPL
Heritage Wealth Management, Inc. /CA/ → AAPL
Heritage Wealth Management, Inc. /CA/ AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$9.3M
Q3 2026
Peak value
$9.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.2M |
| Q4 2025 | $7.2M |
| Q1 2026 | $6.8M |
| Q2 2026 | $7.9M |
| Q3 2026 | $9.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.3M | 28.0K | — | — |
| Q2 2026 | $7.9M | 27.4K | — | — |
| Q1 2026 | $6.8M | 26.6K | — | — |
| Q4 2025 | $7.2M | 26.3K | — | — |
| Q3 2025 | $7.2M | 28.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B