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Mason & Associates, LLC → AAPL

Mason & Associates, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
6
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q4 2025$2M
Q1 2026$1.9M
Q2 2026$2.1M
Q3 2026$2.5M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M7.4K——
Q3 2026$2.5M7.4K——
Q2 2026$2.1M7.4K——
Q1 2026$1.9M7.4K——
Q4 2025$2M7.4K——
Q3 2025$1.5M7.4K——

Other funds holding AAPL

Other Mason & Associates, LLC positions

VGES

VANGUARD INDEX FDS

$312.8M
VGES

VANGUARD INDEX FDS

$156.4M
VGES

VANGUARD INDEX FDS

$149.6M
ETHA

ISHARES TR

$136M
VGES

VANGUARD INDEX FDS

$134.6M
VGES

VANGUARD INDEX FDS

$134.2M
ETHA

ISHARES TR

$133.8M
ETHA

ISHARES TR

$133.7M