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Sage Investment Advisers LLC → AAPL

Sage Investment Advisers LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.5M
Q1 2026$2.3M
Q2 2026$2.6M
Q3 2026$3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3M9.0K——
Q2 2026$2.6M9.0K——
Q1 2026$2.3M9.1K——
Q4 2025$2.5M9.1K——

Other funds holding AAPL

Other Sage Investment Advisers LLC positions

VGES

VANGUARD INDEX FDS

$25M
VGES

VANGUARD INDEX FDS

$21.3M
VGES

VANGUARD INDEX FDS

$18.4M
VGES

VANGUARD INDEX FDS

$18M
IAU

ISHARES GOLD TR

$8.5M
IAU

ISHARES GOLD TR

$7.2M
IAU

ISHARES GOLD TR

$7.2M
VGES

VANGUARD STAR FDS

$6.4M