Lee Financial Co’s Apple Inc Position
Does Lee Financial Co own Apple Inc (AAPL)? Yes — 65.2K shares worth $17M (+2.33% of its 13F portfolio) as of Q1 2026, down from 66.8K shares the prior filed quarter.
Position Value
$17M
Q1 2026
Shares
65.2K
% of Portfolio
+2.33%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 65.2K | $17M | +2.33% |
| Q4 2025 | 66.8K | $18M | +2.45% |
| Q3 2025 | 115.0K | $29M | +3.67% |
| Q2 2025 | 69.3K | $14M | +2.04% |
| Q1 2025 | 70.1K | $16M | +2.38% |
| Q4 2024 | 116.8K | $29M | +4.11% |
| Q3 2024 | 121.1K | $28M | +4.01% |
| Q2 2024 | 75.8K | $16M | +2.60% |
| Q1 2024 | 73.5K | $13M | +2.10% |
| Q4 2023 | 72.6K | $14M | +2.45% |
| Q3 2023 | 73.3K | $13M | +2.34% |
| Q2 2023 | 71.7K | $14M | +2.44% |
| Q1 2023 | 72.0K | $12M | +2.04% |
| Q4 2022 | 115.6K | $15M | +2.56% |
| Q3 2022 | 116.0K | $16M | +3.00% |
| Q2 2022 | 81.0K | $11M | +2.03% |
| Q1 2022 | 73.8K | $13M | +2.31% |
| Q4 2021 | 72.8K | $13M | +2.43% |
| Q3 2021 | 74.1K | $10M | +2.17% |
| Q2 2021 | 67.6K | $9M | +1.96% |
| Q1 2021 | 68.4K | $8M | +1.98% |
| Q4 2020 | 70.8K | $9M | +2.44% |
| Q3 2020 | 81.2K | $9M | +2.63% |
| Q2 2020 | 21.9K | $8M | +2.21% |
| Q1 2020 | 20.3K | $5M | +1.71% |
| Q4 2019 | 20.2K | $6M | +1.28% |
| Q3 2019 | 21.3K | $5M | +1.07% |
| Q2 2019 | 21.8K | $4M | +0.97% |
| Q1 2019 | 21.6K | $4M | +0.96% |
| Q4 2018 | 20.4K | $3M | +0.86% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lee Financial Co’s full portfolio or all institutional holders of AAPL.