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MBA Advisors LLC AAPL Position History
Apple Inc. • Technology
Quarters held
9
Latest value
$701K
Q3 2026
Peak value
$5.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.5M |
| Q4 2025 | $539K |
| Q1 2026 | $4.1M |
| Q1 2026 | $536K |
| Q2 2026 | $4.7M |
| Q2 2026 | $542K |
| Q3 2026 | $5.4M |
| Q3 2026 | $67K |
| Q3 2026 | $701K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $701K | 8.7K | — | — |
| Q3 2026 | $67K | 200 | — | — |
| Q3 2026 | $5.4M | 16.2K | — | — |
| Q2 2026 | $542K | 6.5K | — | — |
| Q2 2026 | $4.7M | 16.3K | — | — |
| Q1 2026 | $536K | 6.5K | — | — |
| Q1 2026 | $4.1M | 16.1K | — | — |
| Q4 2025 | $539K | 6.9K | — | — |
| Q4 2025 | $4.5M | 16.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B