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Robertson Stephens Wealth Management, LLC → AAPL
Robertson Stephens Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$573K
Q3 2026
Peak value
$159.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $104.7M |
| Q3 2025 | $1.9M |
| Q4 2025 | $138.6M |
| Q4 2025 | $2.5M |
| Q1 2026 | $123.2M |
| Q1 2026 | $2.6M |
| Q2 2026 | $141.9M |
| Q2 2026 | $2.7M |
| Q3 2026 | $159.8M |
| Q3 2026 | $573K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $573K | 7.1K | — | — |
| Q3 2026 | $159.8M | 479.9K | — | — |
| Q2 2026 | $2.7M | 32.2K | — | — |
| Q2 2026 | $141.9M | 490.3K | — | — |
| Q1 2026 | $2.6M | 32.0K | — | — |
| Q1 2026 | $123.2M | 485.5K | — | — |
| Q4 2025 | $2.5M | 32.1K | — | — |
| Q4 2025 | $138.6M | 509.7K | — | — |
| Q3 2025 | $1.9M | 24.7K | — | — |
| Q3 2025 | $104.7M | 411.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B