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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → AAPL
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$15.2M
Q3 2026
Peak value
$15.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.6M |
| Q4 2025 | $12.2M |
| Q1 2026 | $11.5M |
| Q2 2026 | $13.6M |
| Q3 2026 | $15.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.2M | 45.6K | — | — |
| Q2 2026 | $13.6M | 46.9K | — | — |
| Q1 2026 | $11.5M | 45.2K | — | — |
| Q4 2025 | $12.2M | 45.1K | — | — |
| Q3 2025 | $11.6M | 45.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B