Back to AAPL
Koenig Investment Advisory, LLC → AAPL
Koenig Investment Advisory, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q1 2026 | $1M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 4.5K | — | — |
| Q2 2026 | $1.3M | 4.5K | — | — |
| Q1 2026 | $1M | 4.1K | — | — |
| Q4 2025 | $1.1M | 4.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other Koenig Investment Advisory, LLC positions
ETHA
$14.5MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$14.4MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$14.3MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$13.8MISHARES MSCI USA MIN VOL FACTOR ETF
VGES
$13.2MVANGUARD MID-CAP ETF
VGES
$12.8MVANGUARD MORNINGSTAR MID-CAP ETF
VGES
$12.7MVANGUARD MID-CAP ETF
VGES
$11.8MVANGUARD MID-CAP ETF