Back to AAPL
WealthPlan Investment Management, LLC → AAPL
WealthPlan Investment Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
11
Latest value
$17.3M
Q3 2026
Peak value
$98.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $85.2M |
| Q3 2025 | $13.1M |
| Q4 2025 | $14M |
| Q4 2025 | $89.9M |
| Q1 2026 | $13.1M |
| Q1 2026 | $94.1M |
| Q2 2026 | $93.1M |
| Q2 2026 | $15M |
| Q3 2026 | $98.3M |
| Q3 2026 | $500K |
| Q3 2026 | $17.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.3M | 52.0K | — | — |
| Q3 2026 | $500K | 1.5K | — | — |
| Q3 2026 | $98.3M | 295.3K | — | — |
| Q2 2026 | $15M | 52.0K | — | — |
| Q2 2026 | $93.1M | 321.8K | — | — |
| Q1 2026 | $94.1M | 370.7K | — | — |
| Q1 2026 | $13.1M | 51.6K | — | — |
| Q4 2025 | $89.9M | 330.5K | — | — |
| Q4 2025 | $14M | 51.6K | — | — |
| Q3 2025 | $13.1M | 51.6K | — | — |
| Q3 2025 | $85.2M | 334.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B