Investment Intelligence Workstation
Baseline Fabric Moderate risk persona
Active Workspace
Marchi Family
Julio Marchi Long-Term Growth
Canonical Asset

AAPL Apple Inc.

Equity Technology NASDAQ USD Active

Latest pricing comes from the newest ingested market-data snapshot when one exists. Portfolio values fall back to the latest transaction price only if snapshot coverage is still missing.

Research Notes Asset Brief Portfolios Watchlists
Held In Portfolios
1
Tracked In Watchlists
1
Personas Referencing
1
Latest Quote Snapshot
$198.50
Baseline seeded snapshots • Captured May 28, 2026 4:05 PM
Held Shares
50
Held Market Value
$9,925.00

Recent Price History

Baseline seeded snapshots • newest first
Latest ingested quote history
5 sessions of snapshot coverage
AAPL close $198.50
Latest close $198.50
Window move +3.5%
Range $189.33 - $202.72
$199.03 $195.16 $191.29 May 22 May 26 May 28
Snapshot history only. This surface does not claim live or streaming market data.
Date Open High Low Close Volume Captured
May 28, 2026 $199.53 $202.72 $195.92 $198.50 13,860,000 May 28, 2026 4:05 PM
May 27, 2026 $196.43 $200.32 $193.58 $197.46 13,050,000 May 27, 2026 4:00 PM
May 26, 2026 $195.69 $198.75 $193.15 $196.20 12,240,000 May 26, 2026 4:00 PM
May 25, 2026 $194.53 $197.64 $191.71 $194.53 11,430,000 May 25, 2026 4:00 PM
May 22, 2026 $192.32 $195.11 $189.33 $191.82 10,620,000 May 22, 2026 4:00 PM

Portfolio Presence

Portfolio Persona Shares Latest Price Mkt Value Gain/Loss
Core Holdings
Buy & Hold
 Long-Term Growth
Julio Marchi
 50 $198.50
Baseline seeded snapshots · May 28, 2026 4:05 PM
$9,925.00 +$1,175.00
+13.4%

Watchlist Presence

Quality Compounders Radar
Long-Term Growth · Julio Marchi
High Ready
Add on durable product cycle weakness.
Prefer entries after muted iPhone demand headlines.
Operating Plan
Edit Plan
Accumulate on controlled weakness while services durability stays intact; trim only after a clear valuation re-rating.
Inside entry zone Mapped to latest ingested price $198.50
$176.00 $215.00
Invalidate $176.00 Entry Low $190.00 Entry High $199.50 Trim $215.00 Current $198.50
Entry: Inside zone Trim: +8.3% to target Risk: +11.3% cushion
Review Apr 18, 2026 44 days overdue Cadence 21d
Entry Zone $190.00 - $199.50
Trim $215.00
Invalidate $176.00
Monitor: Next review should check Services revenue mix, gross margin resilience, and any EU App Store rule changes.
Execution: Only add in one-third size inside the entry zone; avoid chasing strength above the zone.
Added Feb 1, 2025

Catalyst & Event Timeline

baseline records only — no live news feed
Add Event

Upcoming & Active

AAPL Q2 FY2026 Earnings
May 1, 2026 · After Market Close · Seeded baseline
Apple quarterly earnings release. Watch iPhone demand signals and Services segment growth vs prior-year quarter.
Earnings High Edit
AAPL Vision Pro Adoption Inflection Watch
Apr 19, 2026 · Seeded baseline
Apple Vision Pro sales trajectory and developer ecosystem adoption. Watching for any inflection signals in spatial computing thesis.
Thesis Catalyst Medium Edit

Research Notes

+ Note All notes →
Thesis Support Apr 1, 2026 Seeded baseline
Services Gross Margin Exceeds Hardware
Apple Services segment consistently delivers 70%+ gross margins, materially above iPhone at ~35%. This structurally improves blended margin as Services grows.
Thesis Risk Mar 15, 2026 Seeded baseline
EU Digital Markets Act Imposes App Store Constraints
European DMA enforcement requires Apple to allow alternative app distribution on iPhone in EU markets. Near-term impact on App Store revenue mix is uncertain.
Competitive Insight Feb 1, 2026 Seeded baseline
Vision Pro Adoption Curve Slower Than Initial Projection
Vision Pro unit sales remain below initial bullish adoption scenarios. Developer tooling ecosystem is maturing but spatial computing mass-market inflection is a 2027+ story.
Data Point Dec 1, 2025 Seeded baseline
iPhone 16 Cycle Shows Modest Unit Recovery
iPhone 16 launch cycle showed mid-single-digit unit recovery versus the weak iPhone 15 comparison. Services attach rates held steady.