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Shepherd Financial Partners LLC → AAPL
Shepherd Financial Partners LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$1.8M
Q3 2026
Peak value
$44.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $33.6M |
| Q3 2025 | $1.7M |
| Q4 2025 | $36.2M |
| Q4 2025 | $1.7M |
| Q1 2026 | $33.4M |
| Q1 2026 | $1.8M |
| Q2 2026 | $37.9M |
| Q2 2026 | $1.8M |
| Q3 2026 | $44.1M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 21.9K | — | — |
| Q3 2026 | $44.1M | 132.3K | — | — |
| Q2 2026 | $1.8M | 21.9K | — | — |
| Q2 2026 | $37.9M | 131.0K | — | — |
| Q1 2026 | $1.8M | 21.8K | — | — |
| Q1 2026 | $33.4M | 131.6K | — | — |
| Q4 2025 | $1.7M | 22.1K | — | — |
| Q4 2025 | $36.2M | 133.2K | — | — |
| Q3 2025 | $1.7M | 21.8K | — | — |
| Q3 2025 | $33.6M | 131.9K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B