Lokken Investment Group LLC / AAPL
Lokken Investment Group LLC’s Apple Inc Position
Does Lokken Investment Group LLC own Apple Inc (AAPL)? Yes — 35.9K shares worth $9M (+3.14% of its 13F portfolio) as of Q3 2025, up from 35.3K shares the prior filed quarter.
Position Value
$9M
Q3 2025
Shares
35.9K
% of Portfolio
+3.14%
Quarters Held
20
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 35.9K | $9M | +3.14% |
| Q2 2025 | 35.3K | $7M | +2.79% |
| Q1 2025 | 35.7K | $8M | +3.35% |
| Q4 2024 | 36.0K | $9M | +3.89% |
| Q3 2024 | 36.9K | $9M | +3.58% |
| Q2 2024 | 36.9K | $8M | +3.65% |
| Q1 2024 | 36.3K | $6M | +3.10% |
| Q4 2023 | 32.7K | $6M | +3.57% |
| Q3 2023 | 32.6K | $6M | +3.66% |
| Q2 2023 | 33.1K | $6M | +4.19% |
| Q1 2023 | 33.4K | $6M | +4.18% |
| Q4 2022 | 33.4K | $4M | +3.43% |
| Q3 2022 | 34.0K | $5M | +4.05% |
| Q2 2022 | 68.1K | $9M | +7.55% |
| Q1 2022 | 34.2K | $5M | +4.28% |
| Q4 2021 | 35.8K | $6M | +4.53% |
| Q3 2021 | 35.8K | $5M | +4.02% |
| Q2 2021 | 35.9K | $5M | +3.99% |
| Q1 2021 | 36.2K | $4M | +3.90% |
| Q4 2020 | 39.1K | $5M | +4.74% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lokken Investment Group LLC’s full portfolio or all institutional holders of AAPL.