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Joseph P. Lucia & Associates, LLC → AAPL
Joseph P. Lucia & Associates, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$271K
Q3 2026
Peak value
$15.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.9M |
| Q4 2025 | $261K |
| Q1 2026 | $11.8M |
| Q1 2026 | $275K |
| Q2 2026 | $13.3M |
| Q2 2026 | $279K |
| Q3 2026 | $15.5M |
| Q3 2026 | $271K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $271K | 3.4K | — | — |
| Q3 2026 | $15.5M | 46.5K | — | — |
| Q2 2026 | $279K | 3.4K | — | — |
| Q2 2026 | $13.3M | 45.9K | — | — |
| Q1 2026 | $275K | 3.4K | — | — |
| Q1 2026 | $11.8M | 46.3K | — | — |
| Q4 2025 | $261K | 3.4K | — | — |
| Q4 2025 | $12.9M | 47.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B