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Klingman & Associates, LLC → AAPL
Klingman & Associates, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$351K
Q3 2026
Peak value
$88.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $69.3M |
| Q3 2025 | $443K |
| Q4 2025 | $73.9M |
| Q4 2025 | $398K |
| Q1 2026 | $68.5M |
| Q1 2026 | $406K |
| Q2 2026 | $76.4M |
| Q2 2026 | $380K |
| Q3 2026 | $88.7M |
| Q3 2026 | $351K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $351K | 4.4K | — | — |
| Q3 2026 | $88.7M | 266.3K | — | — |
| Q2 2026 | $380K | 4.6K | — | — |
| Q2 2026 | $76.4M | 264.0K | — | — |
| Q1 2026 | $406K | 4.9K | — | — |
| Q1 2026 | $68.5M | 269.8K | — | — |
| Q4 2025 | $398K | 5.1K | — | — |
| Q4 2025 | $73.9M | 272.0K | — | — |
| Q3 2025 | $443K | 5.7K | — | — |
| Q3 2025 | $69.3M | 272.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B