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Lakewood Asset Management LLC → AAPL

Lakewood Asset Management LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$3.8M
Q3 2026
Peak value
$4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4M
Q1 2026$2.9M
Q2 2026$3.3M
Q3 2026$3.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.8M11.4K——
Q2 2026$3.3M11.5K——
Q1 2026$2.9M11.5K——
Q4 2025$4M14.7K——

Other funds holding AAPL

Other Lakewood Asset Management LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$13.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$12M
VGES

VANGUARD MALVERN FDS

$11.8M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$11.7M
VGES

VANGUARD MALVERN FDS

$11M
VGES

VANGUARD INTL EQUITY INDEX F

$10.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.3M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$10.2M