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SIMON QUICK ADVISORS, LLC → AAPL

SIMON QUICK ADVISORS, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$310K
Q3 2026
Peak value
$88.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$78M
Q4 2025$250K
Q1 2026$70.5M
Q1 2026$312K
Q2 2026$76.9M
Q2 2026$311K
Q3 2026$88.6M
Q3 2026$310K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$310K3.8K——
Q3 2026$88.6M266.1K——
Q2 2026$311K3.7K——
Q2 2026$76.9M265.6K——
Q1 2026$312K3.8K——
Q1 2026$70.5M277.9K——
Q4 2025$250K3.2K——
Q4 2025$78M286.9K——

Other funds holding AAPL

Other SIMON QUICK ADVISORS, LLC positions

SPY

SPDR S&P 500 ETF TR

$214.5M
SPY

STATE STR SPDR S&P 500 ETF T

$211.9M
SPY

STATE STR SPDR S&P 500 ETF T

$208.7M
VGES

VANGUARD INDEX FDS

$184.1M
SPY

STATE STR SPDR S&P 500 ETF T

$179.9M
VGES

VANGUARD INDEX FDS

$166.1M
VGES

VANGUARD INDEX FDS

$162M
VGES

VANGUARD INDEX FDS

$156.3M