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Perigon Wealth Management, LLC → AAPL
Perigon Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
9
Latest value
$496K
Q3 2026
Peak value
$363.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $307.1M |
| Q4 2025 | $505K |
| Q1 2026 | $287.7M |
| Q1 2026 | $86K |
| Q1 2026 | $534K |
| Q2 2026 | $329M |
| Q2 2026 | $534K |
| Q3 2026 | $363.1M |
| Q3 2026 | $496K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $496K | 6.1K | — | — |
| Q3 2026 | $363.1M | 1.09M | — | — |
| Q2 2026 | $534K | 6.4K | — | — |
| Q2 2026 | $329M | 1.14M | — | — |
| Q1 2026 | $534K | 6.5K | — | — |
| Q1 2026 | $86K | 13.5K | — | — |
| Q1 2026 | $287.7M | 1.13M | — | — |
| Q4 2025 | $505K | 6.5K | — | — |
| Q4 2025 | $307.1M | 1.13M | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B