Back to AAPL
Smith Salley Wealth Management → AAPL
Smith Salley Wealth Management AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$302K
Q3 2026
Peak value
$142M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $112.5M |
| Q4 2025 | $293K |
| Q1 2026 | $105.7M |
| Q1 2026 | $307K |
| Q2 2026 | $119.2M |
| Q2 2026 | $311K |
| Q3 2026 | $142M |
| Q3 2026 | $302K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $302K | 3.7K | — | — |
| Q3 2026 | $142M | 426.4K | — | — |
| Q2 2026 | $311K | 3.7K | — | — |
| Q2 2026 | $119.2M | 412.0K | — | — |
| Q1 2026 | $307K | 3.7K | — | — |
| Q1 2026 | $105.7M | 416.5K | — | — |
| Q4 2025 | $293K | 3.8K | — | — |
| Q4 2025 | $112.5M | 414.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B