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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

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Lummis Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Lummis Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.2M 39k 210.62
2024-03-31 $6.6M 39k 171.48
2023-12-31 $13M 69k 192.53