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Lantz Financial LLC → AAPL

Lantz Financial LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$11.5M
Q3 2026
Peak value
$11.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.7M
Q4 2025$9.3M
Q1 2026$9.1M
Q2 2026$10.1M
Q3 2026$11.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.5M34.4K——
Q2 2026$10.1M34.8K——
Q1 2026$9.1M35.9K——
Q4 2025$9.3M34.3K——
Q3 2025$8.7M34.2K——

Other funds holding AAPL

Other Lantz Financial LLC positions

ETHA

ISHARES TR

$44.9M
ETHA

ISHARES TR

$42.4M
ETHA

ISHARES TR

$30.7M
ETHA

ISHARES TR

$29M
ETHA

ISHARES TR

$28.2M
COF-PN

CAPITAL GROUP INTL FOCUS EQT

$23.7M
COF-PN

CAPITAL GROUP INTL FOCUS EQT

$23.6M
COF-PN

CAPITAL GROUP INTL FOCUS EQT

$18.9M