Ownership history in Linscomb Wealth, Inc. · 78 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in Apple Inc COM (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 157,637 | -2,805 | -1.7% | 1.80% | $42.9M | $271.61 |
| 2025 Q3 | ADDED | 160,442 | +8,249 | +5.4% | 1.76% | $40.9M | $254.15 |
| 2025 Q2 | ADDED | 152,193 | +2,124 | +1.4% | 1.44% | $31.2M | $204.55 |
| 2025 Q1 | REDUCED | 150,069 | -3,499 | -2.3% | 1.66% | $33.3M | $221.17 |
As of 2025 Q4 — sorted by position size