Back to AAPL
INDEPENDENT FINANCIAL GROUP, LLC → AAPL
INDEPENDENT FINANCIAL GROUP, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
56
Latest value
$4.2M
Q3 2026
Peak value
$164.6M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $13.9M |
| Q1 2020 | $233K |
| Q2 2020 | $20.2M |
| Q2 2020 | $248K |
| Q3 2020 | $28.1M |
| Q3 2020 | $266K |
| Q4 2020 | $35.6M |
| Q4 2020 | $296K |
| Q1 2021 | $33.3M |
| Q1 2021 | $334K |
| Q2 2021 | $40.6M |
| Q2 2021 | $345K |
| Q3 2021 | $44.8M |
| Q3 2021 | $362K |
| Q4 2021 | $58.7M |
| Q4 2021 | $486K |
| Q1 2022 | $57.9M |
| Q1 2022 | $719K |
| Q2 2022 | $44.5M |
| Q2 2022 | $950K |
| Q3 2022 | $43.6M |
| Q3 2022 | $1.1M |
| Q4 2022 | $41.7M |
| Q4 2022 | $1.1M |
| Q1 2023 | $60.2M |
| Q1 2023 | $1.6M |
| Q2 2023 | $72.7M |
| Q2 2023 | $2.1M |
| Q3 2023 | $65.5M |
| Q3 2023 | $2.2M |
| Q4 2023 | $79.8M |
| Q4 2023 | $3.7M |
| Q1 2024 | $74M |
| Q1 2024 | $3.8M |
| Q2 2024 | $96.8M |
| Q2 2024 | $2.6M |
| Q3 2024 | $106.1M |
| Q3 2024 | $2.8M |
| Q4 2024 | $115.9M |
| Q4 2024 | $3M |
| Q1 2025 | $105.1M |
| Q1 2025 | $6.2M |
| Q2 2025 | $97M |
| Q2 2025 | $5.9M |
| Q3 2025 | $121.9M |
| Q3 2025 | $5.1M |
| Q4 2025 | $135.2M |
| Q4 2025 | $3.4M |
| Q1 2026 | $80.6M |
| Q1 2026 | $3.1M |
| Q1 2026 | $124.9M |
| Q1 2026 | $3.7M |
| Q2 2026 | $141.6M |
| Q2 2026 | $4M |
| Q3 2026 | $164.6M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 52.6K | — | — |
| Q3 2026 | $164.6M | 494.2K | — | — |
| Q2 2026 | $4M | 47.6K | — | — |
| Q2 2026 | $141.6M | 489.4K | — | — |
| Q1 2026 | $3.7M | 45.4K | — | — |
| Q1 2026 | $124.9M | 492.1K | — | — |
| Q1 2026 | $3.1M | 37.5K | — | — |
| Q1 2026 | $80.6M | 317.6K | — | — |
| Q4 2025 | $3.4M | 43.9K | — | — |
| Q4 2025 | $135.2M | 497.4K | — | — |
| Q3 2025 | $5.1M | 65.4K | — | — |
| Q3 2025 | $121.9M | 478.7K | — | — |
| Q2 2025 | $5.9M | 73.5K | — | — |
| Q2 2025 | $97M | 472.8K | — | — |
| Q1 2025 | $6.2M | 76.3K | — | — |
| Q1 2025 | $105.1M | 473.3K | — | — |
| Q4 2024 | $3M | 37.7K | — | — |
| Q4 2024 | $115.9M | 462.9K | — | — |
| Q3 2024 | $2.8M | 33.5K | — | — |
| Q3 2024 | $106.1M | 455.3K | — | — |
| Q2 2024 | $2.6M | 34.3K | — | — |
| Q2 2024 | $96.8M | 459.4K | — | — |
| Q1 2024 | $3.8M | 49.4K | — | — |
| Q1 2024 | $74M | 431.4K | — | — |
| Q4 2023 | $3.7M | 51.1K | — | — |
| Q4 2023 | $79.8M | 414.3K | — | — |
| Q3 2023 | $2.2M | 31.3K | — | — |
| Q3 2023 | $65.5M | 382.3K | — | — |
| Q2 2023 | $2.1M | 28.4K | — | — |
| Q2 2023 | $72.7M | 374.6K | — | — |
| Q1 2023 | $1.6M | 20.9K | — | — |
| Q1 2023 | $60.2M | 365.3K | — | — |
| Q4 2022 | $1.1M | 15.1K | — | — |
| Q4 2022 | $41.7M | 321.2K | — | — |
| Q3 2022 | $1.1M | 17.1K | — | — |
| Q3 2022 | $43.6M | 315.5K | — | — |
| Q2 2022 | $950K | 13.2K | — | — |
| Q2 2022 | $44.5M | 325.8K | — | — |
| Q1 2022 | $719K | 9.5K | — | — |
| Q1 2022 | $57.9M | 331.5K | — | — |
| Q4 2021 | $486K | 6.3K | — | — |
| Q4 2021 | $58.7M | 330.3K | — | — |
| Q3 2021 | $362K | 5.3K | — | — |
| Q3 2021 | $44.8M | 316.9K | — | — |
| Q2 2021 | $345K | 4.9K | — | — |
| Q2 2021 | $40.6M | 296.5K | — | — |
| Q1 2021 | $334K | 4.9K | — | — |
| Q1 2021 | $33.3M | 272.5K | — | — |
| Q4 2020 | $296K | 4.4K | — | — |
| Q4 2020 | $35.6M | 268.3K | — | — |
| Q3 2020 | $266K | 4.1K | — | — |
| Q3 2020 | $28.1M | 242.4K | — | — |
| Q2 2020 | $248K | 4.2K | — | — |
| Q2 2020 | $20.2M | 55.5K | — | — |
| Q1 2020 | $233K | 4.3K | — | — |
| Q1 2020 | $13.9M | 54.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B