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Lee Financial Co AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$21.2M
Q3 2026
Peak value
$29M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $286K |
| Q3 2025 | $29M |
| Q4 2025 | $17.8M |
| Q4 2025 | $305K |
| Q1 2026 | $246K |
| Q1 2026 | $16.3M |
| Q2 2026 | $275K |
| Q2 2026 | $18.4M |
| Q3 2026 | $317K |
| Q3 2026 | $21.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.2M | 63.6K | — | — |
| Q3 2026 | $317K | 951 | — | — |
| Q2 2026 | $18.4M | 63.6K | — | — |
| Q2 2026 | $275K | 951 | — | — |
| Q1 2026 | $16.3M | 64.2K | — | — |
| Q1 2026 | $246K | 970 | — | — |
| Q4 2025 | $305K | 1.1K | — | — |
| Q4 2025 | $17.8M | 65.6K | — | — |
| Q3 2025 | $29M | 113.9K | — | — |
| Q3 2025 | $286K | 1.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B