AAPL APPLE INC COM

Ownership history in LOWERY THOMAS, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC 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.

Peak position
1.51% (2023 Q2)
Avg. % of fund
0.96%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,688 -28 -0.4% 1.18% $2.1M $271.61
2025 Q3 REDUCED 7,716 -37 -0.5% 1.13% $2.0M $254.15
2025 Q2 ADDED 7,753 +2 +0.0% 1.02% $1.6M $204.55
2025 Q1 REDUCED 7,751 -131 -1.7% 1.18% $1.7M $221.17
2024 Q4 ADDED 7,882 +545 +7.4% 1.29% $2.0M $249.06
2024 Q3 REDUCED 7,337 -270 -3.5% 1.16% $1.7M $231.48
2024 Q2 ADDED 7,607 +50 +0.7% 1.17% $1.6M $209.00
2024 Q1 REDUCED 7,557 -257 -3.3% 0.99% $1.3M $169.93
2023 Q4 REDUCED 7,814 -148 -1.9% 1.29% $1.5M $190.55
2023 Q3 ADDED 7,962 +28 +0.4% 1.30% $1.4M $169.23
6 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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