AAPL APPLE INC

Ownership history in Lavaca Capital LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Lavaca Capital LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.7% (2024 Q2)
Avg. % of fund
2.02%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 44,250 +1,214 +2.8% 1.94% $12.0M $271.61
2025 Q3 ADDED 43,036 +42,936 +42936.0% 1.89% $11.0M $254.15
2025 Q2 REDUCED 100 -43,752 -99.8% 0.01% $39K $204.55
2025 Q1 ADDED 43,852 +2,761 +6.7% 4.02% $9.7M $221.17
2024 Q4 ADDED 41,091 +2,281 +5.9% 4.04% $10.3M $249.06
2024 Q3 REDUCED 38,810 -4,603 -10.6% 3.85% $9.0M $231.48
2024 Q2 ADDED 43,413 +483 +1.1% 4.70% $9.1M $209.00
2024 Q1 ADDED 42,930 +27,111 +171.4% 4.30% $7.4M $169.93
2023 Q4 REDUCED 15,819 -32,728 -67.4% 1.73% $3.0M $190.55
2023 Q3 REDUCED 48,547 -44,736 -48.0% 2.79% $8.3M $169.23
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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