LKCM Balanced Fund AAPL Holdings History
Number of Shares
15,950.00
Current Holdings Value*
$3.54 Mil
% of Portfolio
4.71%
Total Estimate Gain
$2.63 Mil
% of Total Estimate Gain
161.20%
LKCM Balanced Fund's Apple Inc Holding Summary
As of 2025-03-31, LKCM Funds held 15,950.00 shares of Apple Inc(AAPL), totaling $3.54 Mil. This investment constitutes 4.71% of their stock portfolio, and LKCM Funds now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. In addition, there have been 3 sales at an average price of $138.88 for 6,250.00 shares. Based on historical transaction data and AAPL's current price of $212.94, LKCM Balanced Fund's estimated gain on his AAPL holdings is $2.63 Mil, reflecting a 161.20% gain to date.
LKCM Balanced Fund AAPL ($212.94) Holding Chart
LKCM Balanced Fund AAPL ($212.94) 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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