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Lodestone Wealth Management LLC → AAPL
Lodestone Wealth Management LLC AAPL Position History
Apple Inc. • Technology
Quarters held
18
Latest value
$503K
Q3 2026
Peak value
$9.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $32K |
| Q3 2025 | $8.4M |
| Q3 2025 | $327K |
| Q4 2025 | $37K |
| Q4 2025 | $8.4M |
| Q4 2025 | $336K |
| Q1 2026 | $32K |
| Q1 2026 | $7.9M |
| Q1 2026 | $32K |
| Q1 2026 | $7.9M |
| Q1 2026 | $390K |
| Q1 2026 | $390K |
| Q2 2026 | $26K |
| Q2 2026 | $8.6M |
| Q2 2026 | $452K |
| Q3 2026 | $25K |
| Q3 2026 | $9.9M |
| Q3 2026 | $503K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $503K | 6.2K | — | — |
| Q3 2026 | $9.9M | 29.8K | — | — |
| Q3 2026 | $25K | 75 | — | — |
| Q2 2026 | $452K | 5.4K | — | — |
| Q2 2026 | $8.6M | 29.7K | — | — |
| Q2 2026 | $26K | 90 | — | — |
| Q1 2026 | $390K | 4.8K | — | — |
| Q1 2026 | $390K | 4.8K | — | — |
| Q1 2026 | $7.9M | 31.0K | — | — |
| Q1 2026 | $32K | 125 | — | — |
| Q1 2026 | $7.9M | 31.0K | — | — |
| Q1 2026 | $32K | 125 | — | — |
| Q4 2025 | $336K | 4.3K | — | — |
| Q4 2025 | $8.4M | 31.0K | — | — |
| Q4 2025 | $37K | 135 | — | — |
| Q3 2025 | $327K | 4.2K | — | — |
| Q3 2025 | $8.4M | 33.0K | — | — |
| Q3 2025 | $32K | 125 | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
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