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Lionshead Wealth Management, LLC → AAPL

Lionshead Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$8.4M
Q3 2026
Peak value
$8.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.7M
Q1 2026$6.1M
Q2 2026$7.3M
Q3 2026$8.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.4M25.3K——
Q2 2026$7.3M25.2K——
Q1 2026$6.1M24.2K——
Q4 2025$6.7M24.5K——

Other funds holding AAPL

Other Lionshead Wealth Management, LLC positions

CRDO

DIMENSIONAL ETF TRUST

$10M
CRDO

DIMENSIONAL ETF TRUST

$9.8M
CRDO

DIMENSIONAL ETF TRUST

$9.2M
CRDO

DIMENSIONAL ETF TRUST

$8.9M
NOC

JANUS DETROIT STR TR

$8.4M
NOC

JANUS DETROIT STR TR

$8.3M
NOC

JANUS DETROIT STR TR

$8.2M
ETHA

INVESCO EXCHANGE TRADED FD T

$6.2M