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JAMES INVESTMENT RESEARCH, INC. → AAPL
JAMES INVESTMENT RESEARCH, INC. AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$35.6M
Q3 2026
Peak value
$35.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $32.1M |
| Q3 2025 | $436K |
| Q4 2025 | $33.7M |
| Q1 2026 | $29.1M |
| Q2 2026 | $31.9M |
| Q3 2026 | $35.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $35.6M | 106.9K | — | — |
| Q2 2026 | $31.9M | 110.1K | — | — |
| Q1 2026 | $29.1M | 114.8K | — | — |
| Q4 2025 | $33.7M | 123.8K | — | — |
| Q3 2025 | $436K | 5.6K | — | — |
| Q3 2025 | $32.1M | 126.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B