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Apple shares owned by LBJ Family Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by LBJ Family Wealth Advisors from 13F filings

Historical chart of LBJ Family Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by LBJ Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by LBJ Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $331k 1.2k 271.76
2025-09-30 $234k 917 255.18
2025-03-31 $203k 916 221.62
2024-12-31 $229k 915 250.27
2024-09-30 $220k 944 233.05

More positions owned by LBJ Family Wealth Advisors

Ishares Tr Rus 1000 Grw Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Tr Rus Md Cp Gr Etf Etf (IWP)
Ishares Russell Mid-cap Value Etf Etf (IWS)
Ishares Russell 2000 Value Etf Etf (IWN)
Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP)
Ishares Tr Rus 2000 Grw Etf Etf (IWO)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Etf (VWO)
Vanguard Real Estate Etf Etf (VNQ)
Exxon Mobil Corp common (XOM)
Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd Etf Etf (VONV)
Vanguard Scottsdale Funds Vanguard Russ2000 Val Idx Fd Etf Etf (VTWV)
Ishares Trust Msci Emg Mkts Etf Usd Dis Etf (EEM)
Ishares Russell 1000 Index Fund Etf (IWB)

View all positions for LBJ Family Wealth Advisors

Top funds holding Apple

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

View all funds holding Apple