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 |
| 2024 Q4 | ADDED | 24,354 | +771 | +3.3% | 0.78% | $6.1M | $249.06 |
| 2024 Q3 | REDUCED | 23,583 | -309 | -1.3% | 0.70% | $5.5M | $231.48 |
| 2024 Q2 | ADDED | 23,892 | +4,234 | +21.5% | 0.69% | $5.0M | $209.00 |
| 2024 Q1 | ADDED | 19,658 | +181 | +0.9% | 0.46% | $3.4M | $169.93 |
| 2023 Q4 | ADDED | 19,477 | +28 | +0.1% | 0.53% | $3.7M | $190.55 |
| 2023 Q3 | REDUCED | 19,449 | -840 | -4.1% | 0.54% | $3.3M | $169.23 |
As of 2025 Q4 — sorted by position size