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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
| Period | Position 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
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22.9M | 68.7K | — | — |
| Q2 2026 | $20.2M | 69.9K | — | — |
| Q1 2026 | $18M | 70.8K | — | — |
| Q1 2026 | $18.9M | 69.7K | — | — |
| Q4 2025 | $18.9M | 69.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other J. Derek Lewis & Associates Inc. positions
COF-PN
$52.1MCAPITAL GROUP CORE BALANCED
COF-PN
$50.8MCAPITAL GROUP CORE BALANCED
COF-PN
$42.6MCAPITAL GROUP CORE BALANCED
COF-PN
$40.5MCAPITAL GROUP CORE BALANCED
COF-PN
$40.5MCAPITAL GROUP CORE BALANCED
COF-PN
$39.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$39.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$32.1MCAPITAL GROUP DIVIDEND VALUE