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Lummis Asset Management, LP: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lummis Asset Management, LP on AAPL, newest first. How the timeline and the estimate are built.

Lummis Asset Management, LP held 51,505 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,505 shares
    Change vs previous 13F -992 shares

    9.53% of the 13F portfolio, value $15,926,043.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    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 52,497 shares
    Change vs previous 13F -2,072 shares

    8.21% of the 13F portfolio, value $13,730,903.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    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 54,569 shares
    Change vs previous 13F -839 shares

    9.12% of the 13F portfolio, value $14,835,128.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    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 55,408 shares
    Change vs previous 13F +8,714 shares

    9.27% of the 13F portfolio, value $14,108,538.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    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 46,694 shares
    Change vs previous 13F -17,496 shares

    7.01% of the 13F portfolio, value $10,709,269.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    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 64,190 shares
    Change vs previous 13F +26,882 shares

    9.75% of the 13F portfolio, value $14,033,694.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    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 37,308 shares
    Change vs previous 13F -4,210 shares

    11.84% of the 13F portfolio, value $9,342,669.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    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 41,518 shares
    Change vs previous 13F not available

    11.3% of the 13F portfolio, value $9,673,694.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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