A detailed history of Lord & Richards Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 3,103 shares of AAPL stock, worth $711,673. This represents 0.67% of its overall portfolio holdings.

Number of Shares
3,103
Previous 1,884 64.7%
Holding current value
$711,673
Previous $419 Million 52.12%
% of portfolio
0.67%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$172.42 - $223.89 $210,179 - $272,921
1,219 Added 64.7%
3,103 $637 Million
Q1 2025

May 02, 2025

SELL
$209.68 - $247.1 $360,859 - $425,259
-1,721 Reduced 47.74%
1,884 $419 Million
Q4 2024

Jan 30, 2025

BUY
$221.69 - $259.02 $799,192 - $933,767
3,605 New
3,605 $903 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.69T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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