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MINDSET WEALTH MANAGEMENT, LLC → AAPL
MINDSET WEALTH MANAGEMENT, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$85.1M
Q3 2026
Peak value
$85.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $56M |
| Q4 2025 | $59.6M |
| Q1 2026 | $55.9M |
| Q2 2026 | $74.2M |
| Q3 2026 | $85.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $85.1M | 255.7K | — | — |
| Q2 2026 | $74.2M | 256.4K | — | — |
| Q1 2026 | $55.9M | 220.4K | — | — |
| Q4 2025 | $59.6M | 219.2K | — | — |
| Q3 2025 | $56M | 219.8K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B