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PENNEY FINANCIAL, LLC → AAPL

PENNEY FINANCIAL, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$1.6M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.4M
Q1 2026$2.3M
Q2 2026$2.6M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M4.9K——
Q2 2026$2.6M8.9K——
Q1 2026$2.3M8.9K——
Q4 2025$2.4M8.9K——

Other funds holding AAPL

Other PENNEY FINANCIAL, LLC positions

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$62.6M
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$59.8M
ETHA

ISHARES TR

$47.1M
VGES

VANGUARD INDEX FDS

$45.9M
VGES

VANGUARD INDEX FDS

$45.2M
VGES

VANGUARD INDEX FDS

$41.6M
VGES

VANGUARD INDEX FDS

$41.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$29.4M