SEC 13F Intelligence

Lbmc Investment Advisors, LLC / AAPL

Lbmc Investment Advisors, LLC’s Apple Inc Position

Does Lbmc Investment Advisors, LLC own Apple Inc (AAPL)? Yes62.6K shares worth $16M (+0.97% of its 13F portfolio) as of Q1 2026, down from 63.8K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
62.6K
% of Portfolio
+0.97%
Quarters Held
29
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $775,000Q4 ’18Q1 ’19: $690,000Q2 ’19: $736,000Q3 ’19: $913,000Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $8MQ3 ’21: $9MQ1 ’22: $11MQ1 ’22Q2 ’22: $8MQ3 ’22: $8MQ4 ’22: $7MQ1 ’23: $9MQ1 ’23Q2 ’23: $10MQ3 ’23: $9MQ4 ’23: $10MQ1 ’24: $9MQ1 ’24Q2 ’24: $13MQ3 ’24: $15MQ4 ’24: $15MQ1 ’25: $14MQ1 ’25Q2 ’25: $13MQ3 ’25: $16MQ4 ’25: $17MQ1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202662.6K$16M+0.97%
Q4 202563.8K$17M+1.07%
Q3 202563.7K$16M+1.03%
Q2 202564.3K$13M+0.94%
Q1 202564.8K$14M+1.12%
Q4 202461.6K$15M+1.22%
Q3 202462.5K$15M+1.15%
Q2 202463.0K$13M+1.15%
Q1 202451.0K$9M+0.76%
Q4 202350.2K$10M+0.92%
Q3 202350.0K$9M+0.92%
Q2 202350.4K$10M+0.96%
Q1 202355.3K$9M+0.92%
Q4 202253.7K$7M+0.74%
Q3 202256.7K$8M+0.90%
Q2 202256.8K$8M+0.84%
Q1 202262.2K$11M+0.96%
Q3 202158.0K$9M+0.81%
Q2 202158.0K$8M+0.76%
Q1 202129.5K$4M+0.38%
Q4 202029.5K$4M+0.46%
Q3 202029.7K$3M+0.48%
Q2 20205.4K$2M+0.31%
Q1 20204.9K$1M+0.23%
Q4 20194.1K$1M+0.17%
Q3 20194.1K$913,000+0.14%
Q2 20193.7K$736,000+0.11%
Q1 20193.6K$690,000+0.11%
Q4 20184.9K$775,000+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lbmc Investment Advisors, LLC’s full portfolio or all institutional holders of AAPL.