Apple shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Apple
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Quarterly reported holdings in Apple by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 55k | 254.63 |
| 2025-06-30 | $11M | 47k | 229.35 |
| 2025-03-31 | $14M | 64k | 218.63 |
| 2024-12-31 | $9.3M | 37k | 250.42 |
| 2024-09-30 | $9.7M | 42k | 233.00 |
| 2024-06-30 | $8.2M | 39k | 210.62 |
| 2024-03-31 | $6.6M | 39k | 171.48 |
| 2023-12-31 | $13M | 69k | 192.53 |