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XML Financial, LLC → AAPL

XML Financial, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$37.9M
Q3 2026
Peak value
$37.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$31.4M
Q1 2026$29.2M
Q2 2026$33.6M
Q3 2026$37.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$37.9M113.9K——
Q2 2026$33.6M116.0K——
Q1 2026$29.2M115.1K——
Q4 2025$31.4M115.4K——

Other funds holding AAPL

Other XML Financial, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$61.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$57M
SCHW-PJ

SCHWAB STRATEGIC TR

$49M
SCHW-PJ

SCHWAB STRATEGIC TR

$47.5M
ETHA

ISHARES TR

$44.4M
ETHA

ISHARES TR

$44.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$42.6M