Back to AAPL

Morton Capital Management LLC/CA → AAPL

Morton Capital Management LLC/CA AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$19.3M
Q3 2026
Peak value
$19.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$14.9M
Q1 2026$14.7M
Q2 2026$16.7M
Q3 2026$19.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19.3M58.0K——
Q2 2026$16.7M57.8K——
Q1 2026$14.7M57.8K——
Q4 2025$14.9M54.9K——

Other funds holding AAPL

Other Morton Capital Management LLC/CA positions

BTCW

WISDOMTREE TR

$157.3M
OUNZ

VANECK MERK GOLD ETF

$154.7M
OUNZ

VANECK MERK GOLD ETF

$152.3M
OUNZ

VANECK MERK GOLD ETF

$141.1M
OUNZ

VANECK MERK GOLD ETF

$135.8M
DIOD

DIMENSIONAL ETF TRUST

$92.9M
DIOD

DIMENSIONAL ETF TRUST

$90.8M
BTCW

WISDOMTREE TR

$87.6M