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Intelligent Financial Strategies → AAPL

Intelligent Financial Strategies AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$3.9M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.1M
Q4 2025$3.3M
Q1 2026$3M
Q2 2026$3.4M
Q3 2026$3.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.9M11.8K——
Q2 2026$3.4M11.8K——
Q1 2026$3M11.8K——
Q4 2025$3.3M12.2K——
Q3 2025$3.1M12.2K——

Other funds holding AAPL

Other Intelligent Financial Strategies positions

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VGES

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VGES

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$27.1M
VGES

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$26M