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WEATHERLY ASSET MANAGEMENT L. P. → AAPL

WEATHERLY ASSET MANAGEMENT L. P. AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$102M
Q3 2026
Peak value
$102M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$90.1M
Q1 2026$82.2M
Q2 2026$90.8M
Q3 2026$102M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$102M306.1K——
Q2 2026$90.8M313.6K——
Q1 2026$82.2M323.9K——
Q4 2025$90.1M331.3K——

Other funds holding AAPL

Other WEATHERLY ASSET MANAGEMENT L. P. positions

LLY

ELI LILLY & CO

$325.8M
LLY

ELI LILLY & CO

$312.4M
LLY

ELI LILLY & CO

$294.6M
LLY

ELI LILLY & CO

$251.2M
AMZN

AMAZON COM INC

$52.7M
AMZN

AMAZON COM INC

$51.6M
AMZN

AMAZON COM INC

$51.1M
PANW

PALO ALTO NETWORKS INC

$50M