Cumberland Partners’s Applovin APP Stock Holding History

Cumberland Partners’s Portfolio APP Stock Details APP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.19M	Sell	5,500 -500	-8%	-$242K	0.17%	87
2025 Q4	$4.04M	Buy	6,000 +2,000	+50%	+$1.26M	0.25%	81
2025 Q3	$2.87M	Hold	4,000	–	–	0.19%	86
2025 Q2	$1.4M	Sell	4,000 -1,000	-20%	-$324K	0.1%	117
2025 Q1	$1.32M	Sell	5,000 -1,500	-23%	-$517K	0.1%	119
2024 Q4	$2.1M	Sell	6,500 -12,500	-66%	-$3.16M	0.15%	100
2024 Q3	$2.48M	Sell	19,000 -3,000	-14%	-$274K	0.17%	85
2024 Q2	$1.83M	Buy	22,000 +6,000	+38%	+$466K	0.13%	96
2024 Q1	$1.11M	Buy	+16,000	New	+$847K	0.08%	120

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cumberland Partners's APP Position: Q1 2026 in Review

Cumberland Partners reduced its Applovin (APP) stake by 8.3% in Q1 2026, selling an estimated $242K and leaving 5,500 shares worth $2.19M. The position accounts for 0.17% of the portfolio, ranked #87.

Cumberland Partners first reported a position in APP in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.04M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Cumberland Partners held 5,500 shares of Applovin worth $2.19M as of Q1 2026.
Cumberland Partners sold 500 Applovin shares in Q1 2026, an estimated $242K.
Applovin made up 0.17% of Cumberland Partners's portfolio in Q1 2026, its #87 holding.
Cumberland Partners first reported a position in Applovin in Q1 2024 and has held it in 9 quarters since.
Cumberland Partners's Applovin position peaked at $4.04M in Q4 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.