J. Derek Lewis & Associates
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J. Derek Lewis & Associates’s Apple AAPL Stock Holding History

J. Derek Lewis & 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
Q3 		$22.9M Sell
68,693
-1,162
-2% -$373K 4.12% 6
2026
Q2 		$20.2M Sell
69,855
-961
-1% -$275K 3.82% 8
2026
Q1 		$18M Buy
70,816
+1,165
+2% +$303K 4.04% 8
2025
Q4 		$18.9M Buy
+69,651
New +$18.7M 4.44% 7

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

J. Derek Lewis & Associates's AAPL Position: Q3 2026 in Review

J. Derek Lewis & Associates reduced its Apple (AAPL) stake by 1.7% in Q3 2026, selling an estimated $373K and leaving 68,693 shares worth $22.9M. The position accounts for 4.12% of the portfolio, ranked #6.

J. Derek Lewis & Associates first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • J. Derek Lewis & Associates held 68,693 shares of Apple worth $22.9M as of Q3 2026.
  • J. Derek Lewis & Associates sold 1,162 Apple shares in Q3 2026, an estimated $373K.
  • Apple made up 4.12% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #6 holding.
  • J. Derek Lewis & Associates first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.