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SJBENEN ADVISORY, LLC → AAPL

SJBENEN ADVISORY, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$6.4M
Q3 2026
Peak value
$6.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.2M
Q1 2026$4.9M
Q2 2026$5.9M
Q3 2026$6.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.4M19.3K——
Q2 2026$5.9M19.2K——
Q1 2026$4.9M19.2K——
Q4 2025$5.2M19.3K——

Other funds holding AAPL

Other SJBENEN ADVISORY, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$64.2M
SPY

STATE STR SPDR S&P 500 ETF T

$57.5M
SPY

STATE STR SPDR S&P 500 ETF T

$40.7M
ETHA

ISHARES TR

$19.6M
VGES

VANGUARD INDEX FDS

$18.3M
ETHA

ISHARES TR

$17.7M
VGES

VANGUARD INDEX FDS

$17.6M
ETHA

ISHARES TR

$16.2M