Back to AAPL
San Luis Wealth Advisors LLC → AAPL
San Luis Wealth Advisors LLC AAPL Position History
Apple Inc. • Technology
Quarters held
7
Latest value
$42.9M
Q3 2026
Peak value
$42.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25M |
| Q3 2025 | $32.8M |
| Q4 2025 | $34.4M |
| Q1 2026 | $32M |
| Q2 2026 | $37M |
| Q3 2026 | $37M |
| Q3 2026 | $42.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42.9M | 128.8K | — | — |
| Q3 2026 | $37M | 128.0K | — | — |
| Q2 2026 | $37M | 128.0K | — | — |
| Q1 2026 | $32M | 125.9K | — | — |
| Q4 2025 | $34.4M | 126.5K | — | — |
| Q3 2025 | $32.8M | 128.9K | — | — |
| Q3 2025 | $25M | 121.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B