Skip to content
Disclosery

LMCG INVESTMENTS, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LMCG INVESTMENTS, LLC on AAPL, newest first. How the timeline and the estimate are built.

LMCG INVESTMENTS, LLC held 259,466 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,466 shares
    Change vs previous 13F -4,788 shares

    4.02% of the 13F portfolio, value $75,079,055.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 264,254 shares
    Change vs previous 13F +10,873 shares

    3.99% of the 13F portfolio, value $67,064,974.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 253,381 shares
    Change vs previous 13F -4,312 shares

    3.94% of the 13F portfolio, value $68,884,081.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 257,693 shares
    Change vs previous 13F -6,317 shares

    3.86% of the 13F portfolio, value $65,616,255.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 264,010 shares
    Change vs previous 13F -2,906 shares

    3.4% of the 13F portfolio, value $54,167,007.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 266,916 shares
    Change vs previous 13F -18,425 shares

    3.94% of the 13F portfolio, value $59,290,089.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 285,341 shares
    Change vs previous 13F -19,505 shares

    4.38% of the 13F portfolio, value $71,455,098.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 304,846 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $71,029,081.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).