Back to AAPL
Outlook Wealth Advisors, LLC → AAPL
Outlook Wealth Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$1.6M
Q3 2026
Peak value
$7.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.4M |
| Q4 2025 | $6.3M |
| Q1 2026 | $6M |
| Q1 2026 | $818K |
| Q2 2026 | $6.8M |
| Q2 2026 | $1.2M |
| Q3 2026 | $7.6M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 20.2K | — | — |
| Q3 2026 | $7.6M | 22.7K | — | — |
| Q2 2026 | $1.2M | 14.8K | — | — |
| Q2 2026 | $6.8M | 23.4K | — | — |
| Q1 2026 | $818K | 10.0K | — | — |
| Q1 2026 | $6M | 23.5K | — | — |
| Q4 2025 | $6.3M | 23.2K | — | — |
| Q3 2025 | $5.4M | 21.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B