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Plan A Wealth LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$17.8M
Q3 2026
Peak value
$17.8M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $1.2M |
| Q1 2025 | $1.4M |
| Q2 2025 | $2M |
| Q3 2025 | $2.5M |
| Q4 2025 | $2.7M |
| Q1 2026 | $2.6M |
| Q2 2026 | $3M |
| Q3 2026 | $17.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.8M | 53.4K | — | — |
| Q2 2026 | $3M | 10.4K | — | — |
| Q1 2026 | $2.6M | 10.3K | — | — |
| Q4 2025 | $2.7M | 10.1K | — | — |
| Q3 2025 | $2.5M | 9.9K | — | — |
| Q2 2025 | $2M | 9.7K | — | — |
| Q1 2025 | $1.4M | 6.5K | — | — |
| Q4 2024 | $1.2M | 4.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B