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Turtle Creek Wealth Advisors, LLC → AAPL
Turtle Creek Wealth Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
9
Latest value
$149K
Q3 2026
Peak value
$84.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $46.9M |
| Q4 2025 | $54.1M |
| Q4 2025 | $626K |
| Q1 2026 | $55.2M |
| Q1 2026 | $152K |
| Q2 2026 | $69.7M |
| Q2 2026 | $154K |
| Q3 2026 | $84.5M |
| Q3 2026 | $149K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $149K | 1.9K | — | — |
| Q3 2026 | $84.5M | 253.7K | — | — |
| Q2 2026 | $154K | 1.9K | — | — |
| Q2 2026 | $69.7M | 241.0K | — | — |
| Q1 2026 | $152K | 1.9K | — | — |
| Q1 2026 | $55.2M | 217.5K | — | — |
| Q4 2025 | $626K | 8.1K | — | — |
| Q4 2025 | $54.1M | 199.1K | — | — |
| Q3 2025 | $46.9M | 184.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B