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MBL Wealth, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
11
Latest value
$233K
Q3 2026
Peak value
$24.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $24.6M |
| Q4 2025 | $408K |
| Q4 2025 | $3.3M |
| Q1 2026 | $20.9M |
| Q1 2026 | $3.1M |
| Q2 2026 | $23.1M |
| Q2 2026 | $3.5M |
| Q2 2026 | $289K |
| Q3 2026 | $22.3M |
| Q3 2026 | $8.5M |
| Q3 2026 | $233K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $233K | 700 | — | — |
| Q3 2026 | $8.5M | 25.6K | — | — |
| Q3 2026 | $22.3M | 67.1K | — | — |
| Q2 2026 | $289K | 1.0K | — | — |
| Q2 2026 | $3.5M | 12.0K | — | — |
| Q2 2026 | $23.1M | 79.8K | — | — |
| Q1 2026 | $3.1M | 12.1K | — | — |
| Q1 2026 | $20.9M | 82.2K | — | — |
| Q4 2025 | $3.3M | 12.2K | — | — |
| Q4 2025 | $408K | 1.5K | — | — |
| Q4 2025 | $24.6M | 90.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B