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Kathmere Capital Management, LLC → AAPL

Kathmere Capital Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$51.6M
Q3 2026
Peak value
$51.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$30.1M
Q4 2025$34.1M
Q1 2026$35.4M
Q2 2026$41.5M
Q3 2026$51.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$51.6M154.8K——
Q2 2026$41.5M143.6K——
Q1 2026$35.4M139.5K——
Q4 2025$34.1M125.4K——
Q3 2025$30.1M118.4K——

Other funds holding AAPL

Other Kathmere Capital Management, LLC positions

ETHA

ISHARES TR

$91.1M
ETHA

ISHARES TR

$85.4M
VGES

VANGUARD TAX-MANAGED FDS

$81.6M
VGES

VANGUARD TAX-MANAGED FDS

$74.7M
VGES

VANGUARD INDEX FDS

$69.9M
ETHA

ISHARES TR

$65.4M
VGES

VANGUARD TAX-MANAGED FDS

$64.7M
ETHA

ISHARES TR

$63.5M