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Johnson Bixby & Associates, LLC → AAPL

Johnson Bixby & Associates, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$20.4M
Q3 2026
Peak value
$20.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10M
Q4 2025$10.5M
Q1 2026$9.8M
Q2 2026$12.1M
Q3 2026$20.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$20.4M61.3K——
Q2 2026$12.1M41.8K——
Q1 2026$9.8M38.7K——
Q4 2025$10.5M38.8K——
Q3 2025$10M39.2K——

Other funds holding AAPL

Other Johnson Bixby & Associates, LLC positions

COF-PN

CAPITAL GRP FIXED INCM ETF T

$132M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$105.5M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$105.1M
ETHA

ISHARES TR

$103.1M
ETHA

ISHARES TR

$102.5M
ETHA

ISHARES TR

$98M
ETHA

ISHARES TR

$96.7M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$90.4M