Back to AAPL

Newton One Investments LLC → AAPL

Newton One Investments LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$3.5M
Q3 2026
Peak value
$3.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.8M
Q1 2026$2.6M
Q2 2026$3M
Q3 2026$3.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.5M10.5K——
Q2 2026$3M10.5K——
Q1 2026$2.6M10.2K——
Q4 2025$2.8M10.2K——

Other funds holding AAPL

Other Newton One Investments LLC positions

VGES

VANGUARD BD INDEX FDS

$57.9M
VGES

VANGUARD BD INDEX FDS

$56.3M
ETHA

ISHARES TR

$55.9M
VGES

VANGUARD BD INDEX FDS

$55.6M
VGES

VANGUARD BD INDEX FDS

$54.8M
ETHA

ISHARES TR

$54.7M
ETHA

ISHARES TR

$52.4M
ETHA

ISHARES TR

$49.2M