Apple shares owned by Lee Financial
Historical chart of Lee Financial investment in Apple
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All positions including Apple held by Lee Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 115k | 254.63 |
| 2025-06-30 | $14M | 69k | 205.17 |
| 2025-03-31 | $16M | 70k | 222.13 |
| 2024-12-31 | $29M | 117k | 250.42 |
| 2024-09-30 | $28M | 121k | 233.00 |
| 2024-06-30 | $16M | 76k | 210.62 |
| 2024-03-31 | $13M | 74k | 171.48 |
| 2023-12-31 | $14M | 73k | 192.53 |
| 2023-09-30 | $13M | 73k | 171.21 |
| 2023-06-30 | $14M | 72k | 193.97 |
| 2023-03-31 | $12M | 72k | 164.90 |
| 2022-12-31 | $15M | 116k | 129.93 |
| 2022-09-30 | $16M | 116k | 138.20 |
| 2022-06-30 | $11M | 81k | 136.72 |
| 2022-03-31 | $13M | 74k | 174.52 |
| 2021-12-31 | $13M | 73k | 177.50 |
| 2021-09-30 | $11M | 74k | 141.46 |
| 2021-06-30 | $9.3M | 68k | 136.97 |
| 2021-03-31 | $8.3M | 68k | 122.15 |
| 2020-12-31 | $9.4M | 71k | 132.69 |
| 2020-09-30 | $9.4M | 81k | 115.81 |
| 2020-06-30 | $8.0M | 22k | 364.82 |
| 2020-03-31 | $5.2M | 20k | 254.27 |
| 2019-12-31 | $5.9M | 20k | 293.67 |
| 2019-09-30 | $4.8M | 21k | 223.97 |
| 2019-06-30 | $4.3M | 22k | 197.93 |
| 2019-03-31 | $4.1M | 22k | 189.93 |
| 2018-12-31 | $3.2M | 20k | 157.74 |
| 2018-09-30 | $4.6M | 21k | 225.72 |
| 2018-06-30 | $4.3M | 23k | 185.14 |
| 2018-03-31 | $3.9M | 23k | 167.78 |
| 2017-12-31 | $3.6M | 21k | 169.22 |
| 2017-09-30 | $3.2M | 21k | 154.14 |
| 2017-06-30 | $2.9M | 20k | 144.04 |
| 2017-03-31 | $2.8M | 20k | 143.68 |
| 2016-12-31 | $2.4M | 21k | 115.84 |