Apple shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 26k | 254.63 |
| 2025-06-30 | $5.5M | 27k | 205.17 |
| 2025-03-31 | $6.3M | 29k | 222.13 |
| 2024-12-31 | $7.2M | 29k | 250.42 |
| 2024-09-30 | $6.8M | 29k | 233.00 |
| 2024-06-30 | $6.2M | 30k | 210.62 |
| 2024-03-31 | $5.1M | 30k | 171.48 |
More positions owned by Lakeridge Wealth Management
View all positions for Lakeridge Wealth Management