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JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC → AAPL
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$2.2M
Q3 2026
Peak value
$2.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.9M |
| Q4 2025 | $1.8M |
| Q1 2026 | $649K |
| Q1 2026 | $705K |
| Q2 2026 | $749K |
| Q2 2026 | $1.2M |
| Q3 2026 | $800K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 6.5K | — | — |
| Q3 2026 | $800K | 2.4K | — | — |
| Q2 2026 | $1.2M | 4.2K | — | — |
| Q2 2026 | $749K | 2.6K | — | — |
| Q1 2026 | $705K | 2.8K | — | — |
| Q1 2026 | $649K | 2.6K | — | — |
| Q4 2025 | $1.8M | 6.7K | — | — |
| Q4 2025 | $2.9M | 10.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B