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Portside Wealth Group, LLC → AAPL
Portside Wealth Group, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
12
Latest value
$10.9M
Q3 2026
Peak value
$10.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.7M |
| Q3 2025 | $25K |
| Q3 2025 | $865K |
| Q4 2025 | $3.1M |
| Q4 2025 | $8.6M |
| Q4 2025 | $27K |
| Q1 2026 | $5.9M |
| Q1 2026 | $7.6M |
| Q2 2026 | $8.3M |
| Q2 2026 | $8M |
| Q3 2026 | $8.5M |
| Q3 2026 | $10.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.9M | 32.8K | — | — |
| Q3 2026 | $8.5M | 25.4K | — | — |
| Q2 2026 | $8M | 27.7K | — | — |
| Q2 2026 | $8.3M | 28.6K | — | — |
| Q1 2026 | $7.6M | 30.1K | — | — |
| Q1 2026 | $5.9M | 23.4K | — | — |
| Q4 2025 | $27K | 100 | — | — |
| Q4 2025 | $8.6M | 31.6K | — | — |
| Q4 2025 | $3.1M | 11.5K | — | — |
| Q3 2025 | $865K | 3.4K | — | — |
| Q3 2025 | $25K | 100 | — | — |
| Q3 2025 | $8.7M | 34.2K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B