Back to AAPL
Invera Wealth Advisors, LLC → AAPL
Invera Wealth Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
7
Latest value
$7.6M
Q3 2026
Peak value
$7.6M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $5.7M |
| Q2 2025 | $5.2M |
| Q3 2025 | $6.4M |
| Q4 2025 | $6.5M |
| Q1 2026 | $5.7M |
| Q2 2026 | $6.6M |
| Q3 2026 | $7.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.6M | 22.8K | — | — |
| Q2 2026 | $6.6M | 22.6K | — | — |
| Q1 2026 | $5.7M | 22.6K | — | — |
| Q4 2025 | $6.5M | 23.8K | — | — |
| Q3 2025 | $6.4M | 25.0K | — | — |
| Q2 2025 | $5.2M | 25.2K | — | — |
| Q1 2025 | $5.7M | 25.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B