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W.G. Shaheen & Associates DBA Whitney & Co → AAPL
W.G. Shaheen & Associates DBA Whitney & Co AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$302K
Q3 2026
Peak value
$192.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $140.6M |
| Q3 2025 | $356K |
| Q4 2025 | $154.9M |
| Q4 2025 | $326K |
| Q1 2026 | $145.1M |
| Q1 2026 | $338K |
| Q2 2026 | $170.1M |
| Q2 2026 | $325K |
| Q3 2026 | $192.5M |
| Q3 2026 | $302K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $302K | 3.7K | — | — |
| Q3 2026 | $192.5M | 578.1K | — | — |
| Q2 2026 | $325K | 3.9K | — | — |
| Q2 2026 | $170.1M | 588.0K | — | — |
| Q1 2026 | $338K | 4.1K | — | — |
| Q1 2026 | $145.1M | 571.7K | — | — |
| Q4 2025 | $326K | 4.2K | — | — |
| Q4 2025 | $154.9M | 569.7K | — | — |
| Q3 2025 | $356K | 4.5K | — | — |
| Q3 2025 | $140.6M | 552.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B