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Apple shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8M 39k 254.66
2025-06-30 $8.0M 39k 205.16
2025-03-31 $8.6M 39k 222.15
2024-12-31 $8.3M 33k 250.44
2024-09-30 $7.8M 33k 233.01
2024-06-30 $7.0M 33k 210.64
2024-03-31 $5.7M 34k 171.49
2023-09-30 $5.8M 34k 171.20

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard World Health Car Etf (VHT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Lakeshore Financial Planning

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple