Back to AAPL
MONTAG A & ASSOCIATES INC → AAPL
MONTAG A & ASSOCIATES INC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$128K
Q3 2026
Peak value
$93.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $76.4M |
| Q3 2025 | $695K |
| Q4 2025 | $81.8M |
| Q4 2025 | $614K |
| Q1 2026 | $74.9M |
| Q1 2026 | $131K |
| Q2 2026 | $84.1M |
| Q2 2026 | $133K |
| Q3 2026 | $93.5M |
| Q3 2026 | $128K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $128K | 1.6K | — | — |
| Q3 2026 | $93.5M | 280.8K | — | — |
| Q2 2026 | $133K | 1.6K | — | — |
| Q2 2026 | $84.1M | 290.6K | — | — |
| Q1 2026 | $131K | 1.6K | — | — |
| Q1 2026 | $74.9M | 295.2K | — | — |
| Q4 2025 | $614K | 7.9K | — | — |
| Q4 2025 | $81.8M | 300.8K | — | — |
| Q3 2025 | $695K | 8.9K | — | — |
| Q3 2025 | $76.4M | 300.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B