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LYELL WEALTH MANAGEMENT, LP → AAPL
LYELL WEALTH MANAGEMENT, LP AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$218K
Q3 2026
Peak value
$61.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $46.2M |
| Q3 2025 | $273K |
| Q4 2025 | $50M |
| Q4 2025 | $225K |
| Q1 2026 | $46.8M |
| Q1 2026 | $238K |
| Q2 2026 | $53.5M |
| Q2 2026 | $237K |
| Q3 2026 | $61.9M |
| Q3 2026 | $218K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $218K | 2.7K | — | — |
| Q3 2026 | $61.9M | 185.8K | — | — |
| Q2 2026 | $237K | 2.9K | — | — |
| Q2 2026 | $53.5M | 185.0K | — | — |
| Q1 2026 | $238K | 2.9K | — | — |
| Q1 2026 | $46.8M | 184.3K | — | — |
| Q4 2025 | $225K | 2.9K | — | — |
| Q4 2025 | $50M | 183.8K | — | — |
| Q3 2025 | $273K | 3.5K | — | — |
| Q3 2025 | $46.2M | 181.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B