SEC 13F Intelligence

Zimmermann Investment Management & Planning LLC / AAPL

Zimmermann Investment Management & Planning LLC’s Apple Inc Position

Does Zimmermann Investment Management & Planning LLC own Apple Inc (AAPL)? Yes — 964 shares worth $241,526 (+10.65% of its 13F portfolio) as of Q4 2024, down from 54.7K shares the prior filed quarter.

Position Value
$241,526
Q4 2024
Shares
964
% of Portfolio
+10.65%
Quarters Held
13
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ2 ’22Q3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $9MQ2 ’23: $11MQ2 ’23Q3 ’23: $9MQ4 ’23: $11MQ4 ’23Q1 ’24: $9MQ2 ’24: $11MQ2 ’24Q3 ’24: $13MQ4 ’24: $241,526Q4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024964$241,526+10.65%
Q3 202454.7K$13M+3.91%
Q2 202454.2K$11M+3.82%
Q1 202454.9K$9M+3.39%
Q4 202355.3K$11M+4.35%
Q3 202355.3K$9M+4.54%
Q2 202355.4K$11M+5.00%
Q1 202355.3K$9M+4.76%
Q4 202246.3K$6M+3.47%
Q3 202246.3K$6M+3.98%
Q2 202245.8K$6M+4.30%
Q1 202245.3K$8M+4.69%
Q4 202145.6K$8M+4.54%

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