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WEALTH EFFECTS LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$308K
Q3 2026
Peak value
$25.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20.8M |
| Q3 2025 | $306K |
| Q4 2025 | $22.3M |
| Q4 2025 | $299K |
| Q1 2026 | $20.4M |
| Q1 2026 | $332K |
| Q2 2026 | $22.9M |
| Q2 2026 | $327K |
| Q3 2026 | $25.9M |
| Q3 2026 | $308K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $308K | 3.8K | — | — |
| Q3 2026 | $25.9M | 77.8K | — | — |
| Q2 2026 | $327K | 3.9K | — | — |
| Q2 2026 | $22.9M | 79.3K | — | — |
| Q1 2026 | $332K | 4.0K | — | — |
| Q1 2026 | $20.4M | 80.6K | — | — |
| Q4 2025 | $299K | 3.8K | — | — |
| Q4 2025 | $22.3M | 81.9K | — | — |
| Q3 2025 | $306K | 3.9K | — | — |
| Q3 2025 | $20.8M | 81.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B