Number of Shares
165,583.00
Current Holdings Value*
$33.97 Mil
% of Portfolio
12.79%
Total Estimate Gain
$5.14 Mil
% of Total Estimate Gain
13.50%

LAZARI CAPITAL MANAGEMENT, INC.'s Apple Inc Holding Summary

As of 2025-06-30, LAZARI CAPITAL MANAGEMENT, INC. held 165,583.00 shares of Apple Inc(AAPL), totaling $33.97 Mil. This investment constitutes 12.79% of their stock portfolio, and LAZARI CAPITAL MANAGEMENT, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q2. And since then LAZARI CAPITAL MANAGEMENT, INC. has made 3 purchases of AAPL, at an average price of $182.42, for a total of 208,744.00 shares. In addition, there have been 5 sales at an average price of $191.15 for 43,161.00 shares. Based on historical transaction data and AAPL's current price of $211.18, LAZARI CAPITAL MANAGEMENT, INC.'s estimated gain on his AAPL holdings is $5.14 Mil, reflecting a 13.50% gain to date.

LAZARI CAPITAL MANAGEMENT, INC. AAPL ($211.18) Holding Chart

LAZARI CAPITAL MANAGEMENT, INC. AAPL ($211.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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