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Herold Advisors, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$27.1M
Q3 2026
Peak value
$27.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21.6M |
| Q4 2025 | $22.3M |
| Q1 2026 | $21.3M |
| Q2 2026 | $23.9M |
| Q3 2026 | $27.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.1M | 81.5K | — | — |
| Q2 2026 | $23.9M | 82.6K | — | — |
| Q1 2026 | $21.3M | 83.9K | — | — |
| Q4 2025 | $22.3M | 81.9K | — | — |
| Q3 2025 | $21.6M | 84.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B