Ownership history in LVZ, Inc. · 21 quarters on record
This page tracks every 13F SEC filing in which LVZ, Inc. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 25,601 | +583 | +2.3% | 0.78% | $7.0M | $271.61 |
| 2025 Q3 | ADDED | 25,018 | +526 | +2.1% | 0.72% | $6.4M | $254.15 |
| 2025 Q2 | REDUCED | 24,492 | -637 | -2.5% | 0.60% | $5.0M | $204.55 |
| 2025 Q1 | ADDED | 25,129 | +775 | +3.2% | 0.73% | $5.6M | $221.17 |
As of 2025 Q4 — sorted by position size