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Plan Group Financial, LLC → AAPL
Plan Group Financial, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$403K
Q3 2026
Peak value
$9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.5M |
| Q3 2025 | $283K |
| Q4 2025 | $7.2M |
| Q4 2025 | $280K |
| Q1 2026 | $6.8M |
| Q1 2026 | $301K |
| Q2 2026 | $7.6M |
| Q2 2026 | $298K |
| Q3 2026 | $9M |
| Q3 2026 | $403K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $403K | 4.6K | — | — |
| Q3 2026 | $9M | 26.5K | — | — |
| Q2 2026 | $298K | 3.6K | — | — |
| Q2 2026 | $7.6M | 26.3K | — | — |
| Q1 2026 | $301K | 3.7K | — | — |
| Q1 2026 | $6.8M | 26.6K | — | — |
| Q4 2025 | $280K | 3.6K | — | — |
| Q4 2025 | $7.2M | 26.6K | — | — |
| Q3 2025 | $283K | 3.6K | — | — |
| Q3 2025 | $6.5M | 25.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B