A detailed history of Lyell Wealth Management, LP transactions in Apple Inc. stock. As of the latest transaction made, Lyell Wealth Management, LP holds 184,977 shares of AAPL stock, worth $42.4 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares
184,977
Previous 184,401 0.31%
Holding current value
$42.4 Million
Previous $38.8 Million 10.92%
% of portfolio
3.95%
Previous 3.72%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$207.23 - $234.82 $119,364 - $135,256
576 Added 0.31%
184,977 $43.1 Million
Q2 2024

Aug 08, 2024

BUY
$165.0 - $216.67 $1.02 Million - $1.35 Million
6,209 Added 3.48%
184,401 $38.8 Million
Q1 2024

May 03, 2024

BUY
$169.0 - $195.18 $22,815 - $26,349
135 Added 0.08%
178,192 $30.6 Million
Q4 2023

Feb 02, 2024

BUY
$166.89 - $198.11 $2.14 Million - $2.54 Million
12,804 Added 7.75%
178,057 $34.3 Million
Q3 2023

Oct 31, 2023

SELL
$170.43 - $196.45 $15,509 - $17,876
-91 Reduced 0.06%
165,253 $28.3 Million
Q2 2023

Aug 04, 2023

SELL
$160.1 - $193.97 $541,138 - $655,618
-3,380 Reduced 2.0%
165,344 $32.1 Million
Q1 2023

May 03, 2023

SELL
$125.02 - $164.9 $1.32 Million - $1.74 Million
-10,580 Reduced 5.9%
168,724 $27.8 Million
Q4 2022

Jan 24, 2023

SELL
$126.04 - $155.74 $933,326 - $1.15 Million
-7,405 Reduced 3.97%
179,304 $0
Q3 2022

Oct 24, 2022

SELL
$138.2 - $174.55 $146,492 - $185,023
-1,060 Reduced 0.56%
186,709 $25.8 Million
Q2 2022

Jul 28, 2022

BUY
$130.06 - $178.44 $226,304 - $310,485
1,740 Added 0.94%
187,769 $25.7 Million
Q1 2022

May 04, 2022

SELL
$150.62 - $182.01 $50,156 - $60,609
-333 Reduced 0.18%
186,029 $32.5 Million
Q4 2021

Feb 08, 2022

BUY
$139.14 - $180.33 $77,779 - $100,804
559 Added 0.3%
186,362 $33.1 Million
Q3 2021

Nov 10, 2021

BUY
$137.27 - $156.69 $215,376 - $245,846
1,569 Added 0.85%
185,803 $26.3 Million
Q2 2021

Aug 09, 2021

BUY
$122.77 - $136.96 $606,361 - $676,445
4,939 Added 2.75%
184,234 $25.2 Million
Q1 2021

May 07, 2021

BUY
$116.36 - $143.16 $387,944 - $477,295
3,334 Added 1.89%
179,295 $21.9 Million
Q4 2020

Feb 04, 2021

BUY
$108.77 - $136.69 $919,106 - $1.16 Million
8,450 Added 5.04%
175,961 $23.3 Million
Q3 2020

Nov 04, 2020

BUY
$91.03 - $134.18 $11.3 Million - $16.7 Million
124,089 Added 285.77%
167,511 $19.4 Million
Q2 2020

Jul 30, 2020

SELL
$60.23 - $91.63 $32,524 - $49,480
-540 Reduced 1.23%
43,422 $15.8 Million
Q1 2020

May 11, 2020

BUY
$56.09 - $81.8 $39,150 - $57,096
698 Added 1.61%
43,962 $11.2 Million
Q4 2019

Feb 05, 2020

BUY
$54.74 - $73.41 $28,738 - $38,540
525 Added 1.23%
43,264 $12.7 Million
Q3 2019

Nov 06, 2019

BUY
$48.33 - $55.99 $361,411 - $418,693
7,478 Added 21.21%
42,739 $9.57 Million
Q2 2019

Aug 01, 2019

BUY
$43.33 - $52.94 $15,902 - $19,428
367 Added 1.05%
35,261 $6.98 Million
Q1 2019

May 06, 2019

BUY
$35.55 - $48.77 $56,382 - $77,349
1,586 Added 4.76%
34,894 $6.63 Million
Q4 2018

Feb 11, 2019

BUY
$36.71 - $58.02 $11,306 - $17,870
308 Added 0.93%
33,308 $5.25 Million
Q3 2018

Oct 30, 2018

SELL
$45.98 - $57.09 $36,048 - $44,758
-784 Reduced 2.32%
33,000 $7.45 Million
Q2 2018

Jul 30, 2018

BUY
$40.58 - $48.49 $58,516 - $69,922
1,442 Added 4.46%
33,784 $6.25 Million
Q1 2018

May 07, 2018

BUY
$38.79 - $45.43 $38,052 - $44,566
981 Added 3.13%
32,342 $5.43 Million
Q4 2017

Jan 30, 2018

BUY
$38.37 - $44.1 $33,535 - $38,543
874 Added 2.87%
31,361 $5.31 Million
Q3 2017

Oct 26, 2017

BUY
$37.18 - $41.01 $1.13 Million - $1.25 Million
30,487
30,487 $4.7 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 $3.68T
  • 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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