Back to AAPL
Lido Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
43
Latest value
$4.2M
Q3 2026
Peak value
$1.3B
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1B |
| Q3 2025 | $2.4M |
| Q3 2025 | $1.1M |
| Q3 2025 | $2.1M |
| Q3 2025 | $993K |
| Q3 2025 | $12.7M |
| Q3 2025 | $207.8M |
| Q3 2025 | $20.8M |
| Q3 2025 | $3.4M |
| Q3 2025 | $6K |
| Q4 2025 | $1.2M |
| Q4 2025 | $2.2M |
| Q4 2025 | $11.3M |
| Q4 2025 | $2.6M |
| Q4 2025 | $20.7M |
| Q4 2025 | $221.8M |
| Q4 2025 | $1.1B |
| Q4 2025 | $6K |
| Q4 2025 | $3.6M |
| Q1 2026 | $10.6M |
| Q1 2026 | $1.4M |
| Q1 2026 | $2.1M |
| Q1 2026 | $2.4M |
| Q1 2026 | $19.2M |
| Q1 2026 | $153.1M |
| Q1 2026 | $944M |
| Q1 2026 | $3.1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.6M |
| Q2 2026 | $8.5M |
| Q2 2026 | $1.9M |
| Q2 2026 | $21.7M |
| Q2 2026 | $228.9M |
| Q2 2026 | $1.1B |
| Q2 2026 | $4M |
| Q3 2026 | $24.8M |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.6M |
| Q3 2026 | $1.9M |
| Q3 2026 | $9.9M |
| Q3 2026 | $234.7M |
| Q3 2026 | $1.3B |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 51.6K | — | — |
| Q3 2026 | $1.3B | 3.94M | — | — |
| Q3 2026 | $234.7M | 704.7K | — | — |
| Q3 2026 | $9.9M | 29.6K | — | — |
| Q3 2026 | $1.9M | 5.7K | — | — |
| Q3 2026 | $1.6M | 4.7K | — | — |
| Q3 2026 | $1.7M | 5.1K | — | — |
| Q3 2026 | $24.8M | 74.5K | — | — |
| Q2 2026 | $4M | 47.7K | — | — |
| Q2 2026 | $1.1B | 3.69M | — | — |
| Q2 2026 | $228.9M | 791.0K | — | — |
| Q2 2026 | $21.7M | 74.9K | — | — |
| Q2 2026 | $1.9M | 6.4K | — | — |
| Q2 2026 | $8.5M | 29.5K | — | — |
| Q2 2026 | $1.6M | 5.7K | — | — |
| Q2 2026 | $1.4M | 4.7K | — | — |
| Q1 2026 | $3.1M | 37.9K | — | — |
| Q1 2026 | $944M | 3.72M | — | — |
| Q1 2026 | $153.1M | 603.1K | — | — |
| Q1 2026 | $19.2M | 75.5K | — | — |
| Q1 2026 | $2.4M | 9.6K | — | — |
| Q1 2026 | $2.1M | 8.1K | — | — |
| Q1 2026 | $1.4M | 5.7K | — | — |
| Q1 2026 | $10.6M | 41.6K | — | — |
| Q4 2025 | $3.6M | 45.9K | — | — |
| Q4 2025 | $6K | 74 | — | — |
| Q4 2025 | $1.1B | 4.30M | — | — |
| Q4 2025 | $221.8M | 815.9K | — | — |
| Q4 2025 | $20.7M | 76.0K | — | — |
| Q4 2025 | $2.6M | 9.4K | — | — |
| Q4 2025 | $11.3M | 41.5K | — | — |
| Q4 2025 | $2.2M | 8.1K | — | — |
| Q4 2025 | $1.2M | 4.2K | — | — |
| Q3 2025 | $6K | 74 | — | — |
| Q3 2025 | $3.4M | 43.8K | — | — |
| Q3 2025 | $20.8M | 81.5K | — | — |
| Q3 2025 | $207.8M | 815.9K | — | — |
| Q3 2025 | $12.7M | 49.9K | — | — |
| Q3 2025 | $993K | 3.9K | — | — |
| Q3 2025 | $2.1M | 8.1K | — | — |
| Q3 2025 | $1.1M | 4.2K | — | — |
| Q3 2025 | $2.4M | 9.4K | — | — |
| Q3 2025 | $1.1B | 4.22M | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B