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Olistico Wealth, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
9
Latest value
$4K
Q3 2026
Peak value
$20.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.1M |
| Q4 2025 | $16.9M |
| Q4 2025 | $3K |
| Q1 2026 | $15.5M |
| Q1 2026 | $3K |
| Q2 2026 | $17.6M |
| Q2 2026 | $3K |
| Q3 2026 | $20.3M |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 49 | — | — |
| Q3 2026 | $20.3M | 61.0K | — | — |
| Q2 2026 | $3K | 35 | — | — |
| Q2 2026 | $17.6M | 60.9K | — | — |
| Q1 2026 | $3K | 35 | — | — |
| Q1 2026 | $15.5M | 60.9K | — | — |
| Q4 2025 | $3K | 35 | — | — |
| Q4 2025 | $16.9M | 62.1K | — | — |
| Q3 2025 | $16.1M | 63.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B