LAM
Lewis Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
52,145
+12,923
| +33% | +$2.65M | 5.03% | 2 |
|
|
2025
Q1 | $8.71M | Sell |
39,222
-4,237
| -10% | -$941K | 7.2% | 2 |
|
|
2024
Q4 | $10.9M | Sell |
43,459
-16,458
| -27% | -$4.12M | 8.31% | 2 |
|
|
2024
Q3 | $14M | Sell |
59,917
-6,586
| -10% | -$1.53M | 10.19% | 1 |
|
|
2024
Q2 | $14M | Sell |
66,503
-1,622
| -2% | -$342K | 10.7% | 2 |
|
|
2024
Q1 | $11.7M | Sell |
68,125
-1,037
| -1% | -$178K | 9.62% | 1 |
|
|
2023
Q4 | $13.3M | Buy |
+69,162
| New | +$13.3M | 12.25% | 1 |
|