Apple shares owned by Lake Street Financial
Historical chart of Lake Street Financial investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Lake Street Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 150k | 254.63 |
| 2025-06-30 | $31M | 150k | 205.17 |
| 2025-03-31 | $33M | 150k | 222.13 |
| 2024-12-31 | $40M | 161k | 250.42 |
| 2024-09-30 | $41M | 176k | 233.00 |
| 2024-06-30 | $46M | 218k | 210.63 |
| 2024-03-31 | $37M | 213k | 171.48 |
| 2023-12-31 | $42M | 216k | 192.53 |
| 2023-09-30 | $37M | 216k | 170.69 |
| 2023-06-30 | $42M | 215k | 193.97 |
| 2023-03-31 | $37M | 222k | 164.90 |
| 2022-12-31 | $31M | 235k | 129.93 |
| 2022-09-30 | $32M | 232k | 138.20 |
| 2022-06-30 | $33M | 241k | 136.72 |
| 2022-03-31 | $9.9M | 57k | 174.60 |
| 2021-12-31 | $46M | 256k | 177.57 |
| 2021-09-30 | $32M | 223k | 141.50 |
| 2021-06-30 | $28M | 207k | 137.27 |
| 2021-03-31 | $25M | 205k | 122.15 |
| 2020-12-31 | $28M | 210k | 132.69 |
| 2020-09-30 | $25M | 212k | 115.81 |
| 2020-06-30 | $20M | 56k | 364.80 |
| 2020-03-31 | $14M | 55k | 254.29 |
| 2019-12-31 | $16M | 55k | 293.65 |
| 2019-09-30 | $12M | 52k | 223.97 |
| 2019-06-30 | $11M | 54k | 197.92 |
| 2019-03-31 | $9.2M | 49k | 189.95 |