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Sigma Planning Corp AAPL Position History
Apple Inc. • Technology
Quarters held
11
Latest value
$3.3M
Q3 2026
Peak value
$191.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $159.4M |
| Q3 2025 | $238K |
| Q3 2025 | $3.9M |
| Q4 2025 | $169.2M |
| Q4 2025 | $3.8M |
| Q1 2026 | $155.3M |
| Q1 2026 | $4.4M |
| Q2 2026 | $167.8M |
| Q2 2026 | $3.5M |
| Q3 2026 | $191.5M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 41.3K | — | — |
| Q3 2026 | $191.5M | 577.5K | — | — |
| Q2 2026 | $3.5M | 42.3K | — | — |
| Q2 2026 | $167.8M | 579.8K | — | — |
| Q1 2026 | $4.4M | 53.3K | — | — |
| Q1 2026 | $155.3M | 611.9K | — | — |
| Q4 2025 | $3.8M | 49.3K | — | — |
| Q4 2025 | $169.2M | 621.8K | — | — |
| Q3 2025 | $3.9M | 49.6K | — | — |
| Q3 2025 | $238K | 10.0K | — | — |
| Q3 2025 | $159.4M | 626.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B