Apple shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Apple
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Quarterly reported holdings in Apple by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 7.1k | 254.63 |
| 2025-06-30 | $1.4M | 6.7k | 205.17 |
| 2025-03-31 | $1.5M | 6.6k | 222.13 |
| 2024-12-31 | $1.5M | 6.2k | 250.42 |
| 2024-09-30 | $1.5M | 6.4k | 233.00 |
| 2024-06-30 | $1.3M | 6.0k | 210.62 |
| 2024-03-31 | $1.0M | 5.9k | 171.48 |
| 2023-12-31 | $1.1M | 5.8k | 192.53 |
| 2023-09-30 | $1.1M | 6.3k | 171.21 |
| 2023-06-30 | $1.3M | 6.7k | 193.97 |
| 2023-03-31 | $1.7M | 10k | 164.91 |
| 2022-12-31 | $1.2M | 9.4k | 129.93 |
| 2022-09-30 | $1.3M | 9.5k | 138.17 |