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Trek Financial, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
7
Latest value
$7.5M
Q3 2026
Peak value
$34.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $25.8M |
| Q4 2025 | $17.8M |
| Q1 2026 | $7.9M |
| Q2 2026 | $30.4M |
| Q2 2026 | $9.6M |
| Q3 2026 | $34.4M |
| Q3 2026 | $7.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.5M | 92.8K | — | — |
| Q3 2026 | $34.4M | 103.2K | — | — |
| Q2 2026 | $9.6M | 116.0K | — | — |
| Q2 2026 | $30.4M | 104.9K | — | — |
| Q1 2026 | $7.9M | 96.1K | — | — |
| Q4 2025 | $17.8M | 228.6K | — | — |
| Q4 2025 | $25.8M | 95.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B