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Simplicity Wealth,LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$1.3M
Q3 2026
Peak value
$72.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $28.2M |
| Q3 2025 | $1.2M |
| Q4 2025 | $27.8M |
| Q4 2025 | $1.4M |
| Q1 2026 | $27.2M |
| Q1 2026 | $1.7M |
| Q2 2026 | $57.1M |
| Q2 2026 | $2.2M |
| Q3 2026 | $72.2M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 16.3K | — | — |
| Q3 2026 | $72.2M | 216.9K | — | — |
| Q2 2026 | $2.2M | 26.2K | — | — |
| Q2 2026 | $57.1M | 197.2K | — | — |
| Q1 2026 | $1.7M | 20.6K | — | — |
| Q1 2026 | $27.2M | 107.3K | — | — |
| Q4 2025 | $1.4M | 18.2K | — | — |
| Q4 2025 | $27.8M | 102.3K | — | — |
| Q3 2025 | $1.2M | 15.5K | — | — |
| Q3 2025 | $28.2M | 110.9K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B