LVM Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.4M | Sell |
387,208
-3,705
| -0.9% | -$760K | 8.24% | 2 |
|
|
2025
Q1 | $86.8M | Sell |
390,913
-3,569
| -0.9% | -$793K | 9.67% | 1 |
|
|
2024
Q4 | $98.8M | Sell |
394,482
-10,025
| -2% | -$2.51M | 10.62% | 1 |
|
|
2024
Q3 | $85.2M | Hold |
404,507
| – | – | 9.69% | 1 |
|
|
2024
Q2 | $85.2M | Sell |
404,507
-8,639
| -2% | -$1.82M | 9.69% | 1 |
|
|
2024
Q1 | $70.8M | Sell |
413,146
-757
| -0.2% | -$130K | 8.37% | 2 |
|
|
2023
Q4 | $79.7M | Buy |
413,903
+1,769
| +0.4% | +$341K | 10.2% | 1 |
|
|
2023
Q3 | $70.6M | Sell |
412,134
-2,358
| -0.6% | -$404K | 9.95% | 1 |
|
|
2023
Q2 | $80.4M | Sell |
414,492
-8,350
| -2% | -$1.62M | 10.75% | 1 |
|
|
2023
Q1 | $69.7M | Sell |
422,842
-4,507
| -1% | -$743K | 9.67% | 1 |
|
|
2022
Q4 | $55.5M | Sell |
427,349
-7,165
| -2% | -$931K | 8.05% | 1 |
|
|
2022
Q3 | $60.1M | Buy |
434,514
+1,177
| +0.3% | +$163K | 9.19% | 1 |
|
|
2022
Q2 | $59.2M | Sell |
433,337
-1,189
| -0.3% | -$163K | 8.59% | 1 |
|
|
2022
Q1 | $75.9M | Buy |
434,526
+1,008
| +0.2% | +$176K | 10.02% | 1 |
|
|
2021
Q4 | $77M | Sell |
433,518
-3,259
| -0.7% | -$579K | 10.26% | 1 |
|
|
2021
Q3 | $61.8M | Sell |
436,777
-6,408
| -1% | -$907K | 9.32% | 1 |
|
|
2021
Q2 | $60.7M | Sell |
443,185
-7,311
| -2% | -$1M | 9.26% | 1 |
|
|
2021
Q1 | $55M | Sell |
450,496
-13,410
| -3% | -$1.64M | 8.93% | 1 |
|
|
2020
Q4 | $61.6M | Sell |
463,906
-15,712
| -3% | -$2.08M | 10.37% | 1 |
|
|
2020
Q3 | $55.5M | Sell |
479,618
-12,178
| -2% | -$1.41M | 10.77% | 1 |
|
|
2020
Q2 | $44.9M | Sell |
491,796
-44,308
| -8% | -$4.04M | 9.2% | 1 |
|
|
2020
Q1 | $34.1M | Sell |
536,104
-21,292
| -4% | -$1.35M | 8.4% | 1 |
|
|
2019
Q4 | $40.9M | Sell |
557,396
-20,696
| -4% | -$1.52M | 8.08% | 1 |
|
|
2019
Q3 | $32.4M | Sell |
578,092
-7,248
| -1% | -$406K | 6.88% | 1 |
|
|
2019
Q2 | $29M | Sell |
585,340
-1,400
| -0.2% | -$69.3K | 6.6% | 1 |
|
|
2019
Q1 | $27.9M | Sell |
586,740
-17,552
| -3% | -$834K | 6.39% | 1 |
|
|
2018
Q4 | $23.8M | Buy |
604,292
+240
| +0% | +$9.46K | 6.24% | 1 |
|
|
2018
Q3 | $34.1M | Sell |
604,052
-8,884
| -1% | -$501K | 7.78% | 1 |
|
|
2018
Q2 | $28.4M | Sell |
612,936
-10,528
| -2% | -$487K | 6.84% | 1 |
|
|
2018
Q1 | $26.2M | Sell |
623,464
-9,160
| -1% | -$384K | 6.03% | 2 |
|
|
2017
Q4 | $26.8M | Sell |
632,624
-8,336
| -1% | -$353K | 6.06% | 2 |
|
|
2017
Q3 | $24.7M | Sell |
640,960
-19,860
| -3% | -$765K | 5.9% | 2 |
|
|
2017
Q2 | $23.8M | Buy |
660,820
+8,836
| +1% | +$318K | 6.07% | 2 |
|
|
2017
Q1 | $23.4M | Sell |
651,984
-5,416
| -0.8% | -$195K | 6.02% | 2 |
|
|
2016
Q4 | $19M | Sell |
657,400
-19,792
| -3% | -$573K | 5.26% | 2 |
|
|
2016
Q3 | $15.7M | Buy |
677,192
+15,400
| +2% | +$358K | 5.07% | 1 |
|
|
2016
Q2 | $15.8M | Buy |
661,792
+31,540
| +5% | +$754K | 4.58% | 3 |
|
|
2016
Q1 | $17.2M | Buy |
630,252
+24,700
| +4% | +$673K | 5.45% | 2 |
|
|
2015
Q4 | $15.9M | Sell |
605,552
-6,200
| -1% | -$163K | 5.63% | 1 |
|
|
2015
Q3 | $16.9M | Sell |
611,752
-820
| -0.1% | -$22.6K | 6.08% | 1 |
|
|
2015
Q2 | $19.2M | Buy |
612,572
+1,428
| +0.2% | +$44.8K | 6.4% | 1 |
|
|
2015
Q1 | $19M | Sell |
611,144
-36,220
| -6% | -$1.13M | 6.37% | 1 |
|
|
2014
Q4 | $17.9M | Sell |
647,364
-16,292
| -2% | -$450K | 5.94% | 1 |
|
|
2014
Q3 | $16.7M | Sell |
663,656
-13,536
| -2% | -$341K | 5.5% | 1 |
|
|
2014
Q2 | $15.7M | Sell |
677,192
-23,900
| -3% | -$555K | 5.07% | 1 |
|
|
2014
Q1 | $13.4M | Buy |
701,092
+75,124
| +12% | +$1.44M | 4.69% | 2 |
|
|
2013
Q4 | $12.5M | Sell |
625,968
-9,940
| -2% | -$199K | 4.45% | 1 |
|
|
2013
Q3 | $10.8M | Sell |
635,908
-1,848
| -0.3% | -$31.5K | 4.07% | 3 |
|
|
2013
Q2 | $9.03M | Buy |
+637,756
| New | +$9.03M | 3.6% | 5 |
|