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INSTRUMENTAL WEALTH, LLC → AAPL
INSTRUMENTAL WEALTH, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.7M |
| Q1 2026 | $3.1M |
| Q2 2026 | $3.5M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 12.5K | — | — |
| Q2 2026 | $3.5M | 12.3K | — | — |
| Q1 2026 | $3.1M | 12.3K | — | — |
| Q4 2025 | $2.7M | 9.8K | — | — |
| Q3 2025 | $2.5M | 9.2K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B