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Mascoma Wealth Management LLC → AAPL
Mascoma Wealth Management LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$33K
Q3 2026
Peak value
$7.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.9M |
| Q3 2025 | $33K |
| Q4 2025 | $6.1M |
| Q4 2025 | $32K |
| Q1 2026 | $5.6M |
| Q1 2026 | $34K |
| Q2 2026 | $6.3M |
| Q2 2026 | $34K |
| Q3 2026 | $7.1M |
| Q3 2026 | $33K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33K | 415 | — | — |
| Q3 2026 | $7.1M | 21.2K | — | — |
| Q2 2026 | $34K | 415 | — | — |
| Q2 2026 | $6.3M | 21.9K | — | — |
| Q1 2026 | $34K | 415 | — | — |
| Q1 2026 | $5.6M | 22.0K | — | — |
| Q4 2025 | $32K | 415 | — | — |
| Q4 2025 | $6.1M | 22.5K | — | — |
| Q3 2025 | $33K | 415 | — | — |
| Q3 2025 | $5.9M | 23.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
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