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Brown, Lisle/Cummings’s Apple AAPL Stock Holding History

Brown, Lisle/Cummings’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 		$12.7M Buy
50,016
+365
+0.7% +$95K 3.17% 3
2025
Q4 		$13.5M Sell
49,651
-625
-1% -$168K 3.33% 4
2025
Q3 		$12.8M Sell
50,276
-550
-1% -$124K 3.29% 3
2025
Q2 		$10.4M Sell
50,826
-75
-0.1% -$15.1K 2.78% 5
2025
Q1 		$11.3M Buy
50,901
+1,300
+3% +$301K 3.28% 2
2024
Q4 		$12.4M Buy
49,601
+657
+1% +$155K 3.71% 3
2024
Q3 		$11.4M Sell
48,944
-2,440
-5% -$545K 3.47% 3
2024
Q2 		$10.8M Sell
51,384
-126
-0.2% -$23.5K 3.53% 3
2024
Q1 		$8.83M Buy
51,510
+437
+0.9% +$79.5K 3% 3
2023
Q4 		$9.83M Buy
51,073
+10,405
+26% +$1.92M 3.65% 2
2023
Q3 		$6.96M Sell
40,668
-992
-2% -$182K 3.15% 2
2023
Q2 		$8.08M Buy
41,660
+1,490
+4% +$260K 3.61% 2
2023
Q1 		$6.62M Buy
40,170
+425
+1% +$62.7K 3.36% 2
2022
Q4 		$5.16M Buy
39,745
+1,904
+5% +$272K 2.77% 2
2022
Q3 		$5.23M Sell
37,841
-160
-0.4% -$25.1K 3.05% 2
2022
Q2 		$5.2M Sell
38,001
-649
-2% -$98.3K 2.88% 2
2022
Q1 		$6.75M Buy
38,650
+2,770
+8% +$466K 3.24% 2
2021
Q4 		$6.37M Buy
+35,880
New +$5.67M 3.18% 2

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

Brown, Lisle/Cummings's AAPL Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Apple (AAPL) stake by 0.74% in Q1 2026, buying an estimated $95K and bringing the position to 50,016 shares worth $12.7M. The position accounts for 3.17% of the portfolio, ranked #3.

Brown, Lisle/Cummings first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.5M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Brown, Lisle/Cummings held 50,016 shares of Apple worth $12.7M as of Q1 2026.
  • Brown, Lisle/Cummings bought 365 Apple shares in Q1 2026, an estimated $95K.
  • Apple made up 3.17% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #3 holding.
  • Brown, Lisle/Cummings first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Brown, Lisle/Cummings's Apple position peaked at $13.5M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.