Apple shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Apple
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Quarterly reported holdings in Apple by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 64k | 254.63 |
| 2025-06-30 | $13M | 64k | 205.17 |
| 2025-03-31 | $14M | 65k | 222.13 |
| 2024-12-31 | $15M | 62k | 250.42 |
| 2024-09-30 | $15M | 63k | 233.00 |
| 2024-06-30 | $13M | 63k | 210.62 |
| 2024-03-31 | $8.7M | 51k | 171.48 |
| 2023-12-31 | $9.7M | 50k | 192.53 |
| 2023-09-30 | $8.6M | 50k | 172.40 |
| 2023-06-30 | $9.8M | 50k | 193.97 |
| 2023-03-31 | $9.1M | 55k | 164.90 |
| 2022-12-31 | $7.0M | 54k | 129.93 |
| 2022-09-30 | $7.8M | 57k | 138.20 |
| 2022-06-30 | $7.8M | 57k | 136.72 |
| 2022-03-31 | $11M | 62k | 174.61 |
| 2021-12-31 | $11M | 61k | 177.58 |
| 2021-09-30 | $8.6M | 58k | 149.13 |
| 2021-06-30 | $7.9M | 58k | 136.97 |
| 2021-03-31 | $3.6M | 30k | 122.16 |
| 2020-12-31 | $3.9M | 30k | 132.68 |
| 2020-09-30 | $3.4M | 30k | 115.81 |
| 2020-06-30 | $2.0M | 5.4k | 364.88 |
| 2020-03-31 | $1.3M | 4.9k | 254.36 |
| 2019-12-31 | $1.2M | 4.1k | 293.62 |
| 2019-09-30 | $913k | 4.1k | 224.05 |
| 2019-06-30 | $736k | 3.7k | 197.80 |
| 2019-03-31 | $690k | 3.6k | 189.87 |
| 2018-12-31 | $775k | 4.9k | 157.71 |
| 2018-09-30 | $1.6M | 7.1k | 225.68 |
| 2018-06-30 | $1.3M | 7.1k | 185.12 |
| 2018-03-31 | $1.0M | 6.1k | 167.79 |
| 2017-12-31 | $1.0M | 6.0k | 169.15 |
| 2017-09-30 | $927k | 6.0k | 154.14 |
| 2017-06-30 | $801k | 5.6k | 143.96 |
| 2017-03-31 | $774k | 5.4k | 143.71 |
| 2016-12-31 | $617k | 5.3k | 115.83 |
| 2016-09-30 | $712k | 6.3k | 113.03 |
| 2016-06-30 | $489k | 5.1k | 95.69 |
| 2016-03-31 | $555k | 5.1k | 108.93 |
| 2015-12-31 | $535k | 5.1k | 105.27 |
| 2015-09-30 | $559k | 5.1k | 110.21 |
| 2015-06-30 | $734k | 5.9k | 125.47 |
| 2015-03-31 | $723k | 5.8k | 124.42 |
| 2014-12-31 | $621k | 5.6k | 110.38 |
| 2014-09-30 | $466k | 4.6k | 100.78 |
| 2011-12-31 | $403k | 994 | 405.43 |