Back to AAPL

J. Derek Lewis & Associates Inc. → AAPL

J. Derek Lewis & Associates Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$22.9M
Q3 2026
Peak value
$22.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$18.9M
Q1 2026$18.9M
Q1 2026$18M
Q2 2026$20.2M
Q3 2026$22.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$22.9M68.7K——
Q2 2026$20.2M69.9K——
Q1 2026$18M70.8K——
Q1 2026$18.9M69.7K——
Q4 2025$18.9M69.7K——

Other funds holding AAPL

Other J. Derek Lewis & Associates Inc. positions

COF-PN

CAPITAL GROUP CORE BALANCED

$52.1M
COF-PN

CAPITAL GROUP CORE BALANCED

$50.8M
COF-PN

CAPITAL GROUP CORE BALANCED

$42.6M
COF-PN

CAPITAL GROUP CORE BALANCED

$40.5M
COF-PN

CAPITAL GROUP CORE BALANCED

$40.5M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$39.7M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$39.7M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$32.1M