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Lebenthal Global Advisors, LLC → AAPL

Lebenthal Global Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
10
Latest value
$7.3M
Q3 2026
Peak value
$11.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.9M
Q3 2025$6.5M
Q4 2025$6.3M
Q4 2025$7.5M
Q1 2026$5.7M
Q1 2026$7.6M
Q2 2026$9M
Q2 2026$6.5M
Q3 2026$11.5M
Q3 2026$7.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.3M21.9K——
Q3 2026$11.5M34.5K——
Q2 2026$6.5M22.4K——
Q2 2026$9M31.0K——
Q1 2026$7.6M30.1K——
Q1 2026$5.7M22.5K——
Q4 2025$7.5M27.4K——
Q4 2025$6.3M23.2K——
Q3 2025$6.5M25.6K——
Q3 2025$5.9M23.3K——

Other funds holding AAPL

Other Lebenthal Global Advisors, LLC positions

SPY

SPDR S&P 500 ETF TR

$50M
SPY

STATE STR SPDR S&P 500 ETF T

$49.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$43.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$42.6M
SPY

STATE STR SPDR S&P 500 ETF T

$40.1M
SPY

SPDR S&P 500 ETF TR

$38.9M
GS-PD

GOLDMAN SACHS ETF TR

$36.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$36.6M