LAM
Lummis 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 | Sell |
46,694
-17,496
| -27% | -$4.01M | 7.01% | 3 |
|
|
2025
Q1 | $14M | Buy |
64,190
+26,882
| +72% | +$5.88M | 9.75% | 2 |
|
|
2024
Q4 | $9.34M | Sell |
37,308
-4,210
| -10% | -$1.05M | 11.84% | 2 |
|
|
2024
Q3 | $9.67M | Buy |
41,518
+2,447
| +6% | +$570K | 11.3% | 1 |
|
|
2024
Q2 | $8.23M | Buy |
39,071
+334
| +0.9% | +$70.3K | 10.87% | 2 |
|
|
2024
Q1 | $6.64M | Sell |
38,737
-30,646
| -44% | -$5.26M | 8.9% | 2 |
|
|
2023
Q4 | $13.4M | Buy |
+69,383
| New | +$13.4M | 10.22% | 2 |
|