Lummis Asset Management, LP AAPL Holdings History
Lummis Asset Management, LP's Apple Inc Holding Summary
As of 2025-03-31, Lummis Asset Management, LP held 64,190.00 shares of Apple Inc(AAPL), totaling $14.03 Mil. This investment constitutes 9.77% of their stock portfolio, and Lummis Asset Management, LP now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Lummis Asset Management, LP has made 3 purchases of AAPL, at an average price of $198.37, for a total of 99,046.00 shares. In addition, there have been 2 sales at an average price of $188.35 for 34,856.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Lummis Asset Management, LP's estimated gain on his AAPL holdings is $473,468.92, reflecting a 2.41% gain to date.
Lummis Asset Management, LP AAPL ($211.18) Holding Chart
Lummis Asset Management, LP 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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