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Apple shares owned by LRI Investments

Quarter-by-quarter ownership of Apple (AAPL) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 77k 228.22
2024-06-30 $12M 59k 210.62
2024-03-31 $5.9M 35k 171.48

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Vanguard Real Estate Etf Etf (VNQ)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for LRI Investments

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple