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LAKE STREET PRIVATE WEALTH, LLC → AAPL

LAKE STREET PRIVATE WEALTH, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
7
Latest value
$366K
Q3 2026
Peak value
$51.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$38.2M
Q4 2025$46.3M
Q1 2026$40.1M
Q2 2026$44.8M
Q2 2026$397K
Q3 2026$51.5M
Q3 2026$366K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$366K4.5K——
Q3 2026$51.5M154.7K——
Q2 2026$397K4.8K——
Q2 2026$44.8M154.8K——
Q1 2026$40.1M158.2K——
Q4 2025$46.3M170.2K——
Q3 2025$38.2M150.0K——

Other funds holding AAPL

Other LAKE STREET PRIVATE WEALTH, LLC positions

VGES

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$57.5M
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$53.6M
VGES

VANGUARD INDEX FDS

$51.3M
NVDA

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$49.2M
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$48.2M
NVDA

NVIDIA CORPORATION

$46.5M
NVDA

NVIDIA CORPORATION COM

$45.6M
VGES

VANGUARD VALUE ETF

$45M