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Soltis Investment Advisors LLC → AAPL
Soltis Investment Advisors LLC AAPL Position History
Apple Inc. • Technology
Quarters held
43
Latest value
$413K
Q3 2026
Peak value
$104.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $72.8M |
| Q3 2025 | $126 |
| Q3 2025 | $2K |
| Q3 2025 | $924 |
| Q3 2025 | $6K |
| Q3 2025 | $2K |
| Q3 2025 | $566K |
| Q4 2025 | $70.1M |
| Q4 2025 | $70.1M |
| Q4 2025 | $528K |
| Q4 2025 | $528K |
| Q1 2026 | $838K |
| Q1 2026 | $67.9M |
| Q1 2026 | $1.1M |
| Q1 2026 | $355K |
| Q1 2026 | $838K |
| Q1 2026 | $406K |
| Q1 2026 | $1.1M |
| Q1 2026 | $406K |
| Q1 2026 | $355K |
| Q1 2026 | $472K |
| Q2 2026 | $637K |
| Q2 2026 | $73.6M |
| Q2 2026 | $376K |
| Q2 2026 | $1.3M |
| Q2 2026 | $463K |
| Q2 2026 | $405K |
| Q2 2026 | $260K |
| Q2 2026 | $955K |
| Q2 2026 | $666K |
| Q2 2026 | $260K |
| Q2 2026 | $437K |
| Q3 2026 | $1.1M |
| Q3 2026 | $104.4M |
| Q3 2026 | $733K |
| Q3 2026 | $1.5M |
| Q3 2026 | $433K |
| Q3 2026 | $466K |
| Q3 2026 | $266K |
| Q3 2026 | $300K |
| Q3 2026 | $766K |
| Q3 2026 | $300K |
| Q3 2026 | $413K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $413K | 5.1K | — | — |
| Q3 2026 | $300K | 900 | — | — |
| Q3 2026 | $766K | 2.3K | — | — |
| Q3 2026 | $300K | 900 | — | — |
| Q3 2026 | $266K | 800 | — | — |
| Q3 2026 | $466K | 1.4K | — | — |
| Q3 2026 | $433K | 1.3K | — | — |
| Q3 2026 | $1.5M | 4.4K | — | — |
| Q3 2026 | $733K | 2.2K | — | — |
| Q3 2026 | $104.4M | 313.4K | — | — |
| Q3 2026 | $1.1M | 3.3K | — | — |
| Q2 2026 | $437K | 5.3K | — | — |
| Q2 2026 | $260K | 900 | — | — |
| Q2 2026 | $666K | 2.3K | — | — |
| Q2 2026 | $955K | 3.3K | — | — |
| Q2 2026 | $260K | 900 | — | — |
| Q2 2026 | $405K | 1.4K | — | — |
| Q2 2026 | $463K | 1.6K | — | — |
| Q2 2026 | $1.3M | 4.4K | — | — |
| Q2 2026 | $376K | 1.3K | — | — |
| Q2 2026 | $73.6M | 254.4K | — | — |
| Q2 2026 | $637K | 2.2K | — | — |
| Q1 2026 | $472K | 5.8K | — | — |
| Q1 2026 | $355K | 1.4K | — | — |
| Q1 2026 | $406K | 1.6K | — | — |
| Q1 2026 | $1.1M | 4.5K | — | — |
| Q1 2026 | $406K | 1.6K | — | — |
| Q1 2026 | $838K | 3.3K | — | — |
| Q1 2026 | $355K | 1.4K | — | — |
| Q1 2026 | $1.1M | 4.4K | — | — |
| Q1 2026 | $67.9M | 267.6K | — | — |
| Q1 2026 | $838K | 3.3K | — | — |
| Q4 2025 | $528K | 6.8K | — | — |
| Q4 2025 | $528K | 6.8K | — | — |
| Q4 2025 | $70.1M | 257.9K | — | — |
| Q4 2025 | $70.1M | 257.9K | — | — |
| Q3 2025 | $566K | 7.2K | — | — |
| Q3 2025 | $2K | 4.1K | — | — |
| Q3 2025 | $6K | 6.1K | — | — |
| Q3 2025 | $924 | 3.3K | — | — |
| Q3 2025 | $2K | 4.4K | — | — |
| Q3 2025 | $126 | 6.3K | — | — |
| Q3 2025 | $72.8M | 285.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B