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Alan B. Lancz & Associates’s Apple AAPL Stock Holding History

Alan B. Lancz & Associates’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.07M Sell
35,744
-3,705
-9% -$964K 8.8% 1
2025
Q4 		$10.7M Sell
39,449
-3
-0% -$805 9.42% 1
2025
Q3 		$10M Buy
39,452
+122
+0.3% +$27.6K 9.08% 1
2025
Q2 		$8.07M Sell
39,330
-992
-2% -$200K 8.08% 1
2025
Q1 		$8.96M Sell
40,322
-1,193
-3% -$276K 9.54% 1
2024
Q4 		$10.4M Sell
41,515
-3,209
-7% -$756K 10.56% 1
2024
Q3 		$10.4M Sell
44,724
-1,134
-2% -$253K 9.56% 1
2024
Q2 		$9.66M Buy
+45,858
New +$8.55M 9.55% 1
2023
Q4 		$9.22M Sell
47,889
-370
-0.8% -$68.3K 9.69% 1
2023
Q3 		$8.26M Sell
48,259
-585
-1% -$107K 9.39% 1
2023
Q2 		$9.47M Sell
48,844
-1,620
-3% -$282K 10.13% 1
2023
Q1 		$8.32M Sell
50,464
-685
-1% -$101K 8.63% 1
2022
Q4 		$6.89M Sell
51,149
-550
-1% -$78.6K 6.96% 1
2022
Q3 		$7.14M Sell
51,699
-100
-0.2% -$15.7K 8.48% 1
2022
Q2 		$8.42M Sell
51,799
-6,850
-12% -$1.04M 8.33% 1
2022
Q1 		$10.2M Sell
58,649
-525
-0.9% -$88.3K 9.05% 1
2021
Q4 		$10.5M Buy
+59,174
New +$9.35M 9.18% 1

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alan B. Lancz & Associates's AAPL Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Apple (AAPL) stake by 9.4% in Q1 2026, selling an estimated $964K and leaving 35,744 shares worth $9.07M. The position accounts for 8.8% of the portfolio, ranked #1.

Alan B. Lancz & Associates first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.7M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Alan B. Lancz & Associates held 35,744 shares of Apple worth $9.07M as of Q1 2026.
  • Alan B. Lancz & Associates sold 3,705 Apple shares in Q1 2026, an estimated $964K.
  • Apple made up 8.8% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #1 holding.
  • Alan B. Lancz & Associates first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • Alan B. Lancz & Associates's Apple position peaked at $10.7M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.