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LifePlan Financial, LLC → AAPL
LifePlan Financial, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$9.5M
Q3 2026
Peak value
$9.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $846K |
| Q3 2025 | $7.8M |
| Q4 2025 | $882K |
| Q4 2025 | $8M |
| Q1 2026 | $754K |
| Q1 2026 | $9M |
| Q2 2026 | $315K |
| Q2 2026 | $9.4M |
| Q3 2026 | $355K |
| Q3 2026 | $9.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.5M | 114.2K | — | — |
| Q3 2026 | $355K | 1.0K | — | — |
| Q2 2026 | $9.4M | 112.9K | — | — |
| Q2 2026 | $315K | 1.1K | — | — |
| Q1 2026 | $9M | 109.8K | — | — |
| Q1 2026 | $754K | 3.0K | — | — |
| Q4 2025 | $8M | 103.2K | — | — |
| Q4 2025 | $882K | 3.2K | — | — |
| Q3 2025 | $7.8M | 99.3K | — | — |
| Q3 2025 | $846K | 3.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B