Apple shares owned by LVZ Advisors
Historical chart of LVZ Advisors investment in Apple
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Quarterly reported holdings in Apple by LVZ Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 25k | 254.63 |
| 2025-06-30 | $5.0M | 25k | 205.17 |
| 2025-03-31 | $5.6M | 25k | 222.13 |
| 2024-12-31 | $6.1M | 24k | 250.42 |
| 2024-09-30 | $5.5M | 24k | 233.00 |
| 2024-06-30 | $5.0M | 24k | 210.62 |
| 2024-03-31 | $3.4M | 20k | 171.48 |
| 2023-12-31 | $3.7M | 20k | 192.53 |
| 2023-09-30 | $3.3M | 19k | 171.21 |
| 2023-06-30 | $3.9M | 20k | 193.97 |
| 2023-03-31 | $3.5M | 21k | 164.90 |
| 2022-12-31 | $2.5M | 20k | 129.93 |
| 2022-09-30 | $1.7M | 13k | 138.24 |
| 2022-06-30 | $1.2M | 8.8k | 136.74 |
| 2022-03-31 | $1.5M | 8.3k | 174.55 |
| 2021-12-31 | $1.4M | 8.0k | 177.59 |
| 2021-09-30 | $1.1M | 8.0k | 141.51 |
| 2021-06-30 | $1.0M | 7.7k | 136.99 |
| 2021-03-31 | $757k | 6.2k | 122.16 |
| 2020-12-31 | $887k | 6.7k | 132.65 |
| 2020-09-30 | $891k | 7.7k | 115.82 |
| 2020-06-30 | $666k | 1.8k | 364.73 |
| 2020-03-31 | $438k | 1.7k | 254.06 |
| 2019-12-31 | $491k | 1.7k | 293.48 |
| 2019-09-30 | $356k | 1.6k | 223.90 |
| 2019-06-30 | $312k | 1.6k | 197.97 |
| 2019-03-31 | $294k | 1.5k | 189.80 |
| 2018-09-30 | $279k | 1.3k | 222.13 |
| 2017-12-31 | $269k | 1.6k | 169.40 |
| 2017-09-30 | $245k | 1.6k | 154.38 |
| 2017-06-30 | $229k | 1.6k | 144.30 |
| 2017-03-31 | $228k | 1.6k | 143.76 |
| 2016-03-31 | $234k | 2.1k | 108.99 |
| 2015-12-31 | $300k | 2.8k | 105.37 |
| 2015-09-30 | $314k | 2.8k | 110.29 |
| 2015-03-31 | $267k | 2.1k | 124.36 |
| 2014-12-31 | $277k | 2.5k | 110.49 |