Back to AAPL

TruNorth Capital Management, LLC → AAPL

TruNorth Capital Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
6
Latest value
$6.2M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.1M
Q3 2025$33K
Q4 2025$4.2M
Q1 2026$4.1M
Q2 2026$4.8M
Q3 2026$6.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.2M18.7K——
Q2 2026$4.8M16.5K——
Q1 2026$4.1M16.1K——
Q4 2025$4.2M15.5K——
Q3 2025$33K419——
Q3 2025$3.1M12.0K——

Other funds holding AAPL

Other TruNorth Capital Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$164.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$157.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$133.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$130.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$130.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$69.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$66M
HONA

DIMENSIONAL ETF TRUST

$62.8M