Back to AAPL
WealthPLAN Partners, LLC → AAPL
WealthPLAN Partners, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$44.7M
Q3 2026
Peak value
$52.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $50.3M |
| Q4 2025 | $52.7M |
| Q1 2026 | $39.7M |
| Q2 2026 | $39.7M |
| Q3 2026 | $44.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $44.7M | 134.2K | — | — |
| Q2 2026 | $39.7M | 137.2K | — | — |
| Q1 2026 | $39.7M | 156.4K | — | — |
| Q4 2025 | $52.7M | 193.7K | — | — |
| Q3 2025 | $50.3M | 197.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B