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Lakeshore Financial Planning, Inc. → AAPL
Lakeshore Financial Planning, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$12.5M
Q3 2026
Peak value
$12.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.8M |
| Q4 2025 | $10.4M |
| Q1 2026 | $9.7M |
| Q2 2026 | $10.9M |
| Q3 2026 | $12.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.5M | 37.4K | — | — |
| Q2 2026 | $10.9M | 37.5K | — | — |
| Q1 2026 | $9.7M | 38.1K | — | — |
| Q4 2025 | $10.4M | 38.2K | — | — |
| Q3 2025 | $9.8M | 38.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B