Back to AAPL
Safir Wealth Advisors, LLC → AAPL
Safir Wealth Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$535K
Q3 2026
Peak value
$535K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $306K |
| Q4 2025 | $326K |
| Q1 2026 | $305K |
| Q2 2026 | $465K |
| Q3 2026 | $535K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $535K | 1.6K | — | — |
| Q2 2026 | $465K | 1.6K | — | — |
| Q1 2026 | $305K | 1.2K | — | — |
| Q4 2025 | $326K | 1.2K | — | — |
| Q3 2025 | $306K | 1.2K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B