Kelly Lawrence W & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28M | Sell |
110,244
-8,194
| -7% | -$2.13M | 7.78% | 2 |
|
|
2025
Q4 | $32.2M | Sell |
118,438
-110
| -0.1% | -$29.5K | 7.83% | 2 |
|
|
2025
Q3 | $30.2M | Sell |
118,548
-515
| -0.4% | -$116K | 7.32% | 2 |
|
|
2025
Q2 | $24.4M | Sell |
119,063
-37,420
| -24% | -$7.56M | 6.4% | 2 |
|
|
2025
Q1 | $34.8M | Sell |
156,483
-4,522
| -3% | -$1.05M | 8.44% | 1 |
|
|
2024
Q4 | $40.3M | Sell |
161,005
-1,490
| -0.9% | -$351K | 9.41% | 1 |
|
|
2024
Q3 | $37.9M | Sell |
162,495
-1,319
| -0.8% | -$295K | 8.54% | 1 |
|
|
2024
Q2 | $34.5M | Sell |
163,814
-645
| -0.4% | -$120K | 7.87% | 1 |
|
|
2024
Q1 | $28.2M | Sell |
164,459
-14,948
| -8% | -$2.72M | 6.42% | 2 |
|
|
2023
Q4 | $34.5M | Sell |
179,407
-4,444
| -2% | -$821K | 8.29% | 1 |
|
|
2023
Q3 | $31.5M | Sell |
183,851
-565
| -0.3% | -$104K | 8.45% | 1 |
|
|
2023
Q2 | $34.1M | Sell |
184,416
-9,548
| -5% | -$1.66M | 8.82% | 1 |
|
|
2023
Q1 | $32M | Sell |
193,964
-6,453
| -3% | -$952K | 8.67% | 1 |
|
|
2022
Q4 | $26M | Sell |
200,417
-7,402
| -4% | -$1.06M | 7.42% | 1 |
|
|
2022
Q3 | $28.7M | Buy |
207,819
+2,470
| +1% | +$388K | 8.03% | 1 |
|
|
2022
Q2 | $28.1M | Sell |
205,349
-20,638
| -9% | -$3.13M | 7.69% | 1 |
|
|
2022
Q1 | $39.5M | Sell |
225,987
-9,184
| -4% | -$1.54M | 8.42% | 1 |
|
|
2021
Q4 | $41.8M | Sell |
235,171
-2,279
| -1% | -$360K | 8.26% | 1 |
|
|
2021
Q3 | $33.6M | Sell |
237,450
-1,030
| -0.4% | -$152K | 7.1% | 1 |
|
|
2021
Q2 | $32.7M | Sell |
238,480
-855
| -0.4% | -$111K | 7.02% | 1 |
|
|
2021
Q1 | $29.2M | Buy |
239,335
+59,964
| +33% | +$7.7M | 6.92% | 1 |
|
|
2020
Q4 | $23.8M | Sell |
179,371
-99,469
| -36% | -$12M | 9.42% | 1 |
|
|
2020
Q3 | $32.3M | Sell |
278,840
-117,744
| -30% | -$12.8M | 9.62% | 1 |
|
|
2020
Q2 | $36.2M | Sell |
396,584
-8,900
| -2% | -$690K | 7.49% | 1 |
|
|
2020
Q1 | $25.8M | Sell |
405,484
-161,820
| -29% | -$11.9M | 6.28% | 1 |
|
|
2019
Q4 | $41.6M | Sell |
567,304
-42,048
| -7% | -$2.71M | 6.53% | 1 |
|
|
2019
Q3 | $34.1M | Sell |
609,352
-660
| -0.1% | -$34.5K | 5.69% | 1 |
|
|
2019
Q2 | $30.2M | Sell |
610,012
-8,188
| -1% | -$399K | 5.15% | 1 |
|
|
2019
Q1 | $29.4M | Sell |
618,200
-760
| -0.1% | -$32.2K | 5.3% | 1 |
|
|
2018
Q4 | $24.4M | Sell |
618,960
-20,828
| -3% | -$1.01M | 5.28% | 1 |
|
|
2018
Q3 | $36.1M | Sell |
639,788
-260
| -0% | -$13.5K | 5.94% | 1 |
|
|
2018
Q2 | $29.6M | Sell |
640,048
-24,228
| -4% | -$1.1M | 5.45% | 1 |
|
|
2018
Q1 | $27.9M | Sell |
664,276
-37,008
| -5% | -$1.59M | 5.28% | 1 |
|
|
2017
Q4 | $29.7M | Sell |
701,284
-25,052
| -3% | -$1.05M | 5.46% | 1 |
|
|
2017
Q3 | $28M | Sell |
726,336
-14,860
| -2% | -$576K | 5.33% | 1 |
|
|
2017
Q2 | $26.7M | Sell |
741,196
-8,792
| -1% | -$325K | 5.28% | 1 |
|
|
2017
Q1 | $26.9M | Sell |
749,988
-97,308
| -11% | -$3.2M | 5.56% | 1 |
|
|
2016
Q4 | $24.5M | Sell |
847,296
-40,288
| -5% | -$1.14M | 5.44% | 1 |
|
|
2016
Q3 | $25.1M | Sell |
887,584
-7,840
| -0.9% | -$208K | 5.37% | 1 |
|
|
2016
Q2 | $21.4M | Sell |
895,424
-21,452
| -2% | -$533K | 4.95% | 1 |
|
|
2016
Q1 | $25M | Sell |
916,876
-7,448
| -0.8% | -$186K | 6.26% | 1 |
|
|
2015
Q4 | $24.3M | Sell |
924,324
-21,816
| -2% | -$623K | 5.5% | 1 |
|
|
2015
Q3 | $26.1M | Sell |
946,140
-12,180
| -1% | -$357K | 6.06% | 1 |
|
|
2015
Q2 | $30M | Sell |
958,320
-40,444
| -4% | -$1.29M | 5.98% | 1 |
|
|
2015
Q1 | $31.1M | Sell |
998,764
-37,768
| -4% | -$1.14M | 6.7% | 1 |
|
|
2014
Q4 | $28.6M | Sell |
1,036,532
-16,440
| -2% | -$447K | 5.96% | 1 |
|
|
2014
Q3 | $26.5M | Sell |
1,052,972
-1,620
| -0.2% | -$39.8K | 5.64% | 1 |
|
|
2014
Q2 | $24.5M | Sell |
1,054,592
-140
| -0% | -$2.98K | 5.22% | 1 |
|
|
2014
Q1 | $20.2M | Sell |
1,054,732
-23,884
| -2% | -$454K | 4.64% | 1 |
|
|
2013
Q4 | $21.6M | Sell |
1,078,616
-57,120
| -5% | -$1.08M | 4.81% | 1 |
|
|
2013
Q3 | $19.3M | Buy |
1,135,736
+45,920
| +4% | +$761K | 4.57% | 1 |
|
|
2013
Q2 | $15.4M | Buy |
+1,089,816
| New | +$16.8M | 3.92% | 1 |
|
Other funds holding AAPL
VCM
VPM
Kelly Lawrence W & Associates's AAPL Position: Q1 2026 in Review
Kelly Lawrence W & Associates reduced its Apple (AAPL) stake by 6.9% in Q1 2026, selling an estimated $2.13M and leaving 110,244 shares worth $28M. The position accounts for 7.78% of the portfolio, ranked #2.
Kelly Lawrence W & Associates first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.8M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Kelly Lawrence W & Associates held 110,244 shares of Apple worth $28M as of Q1 2026.
- Kelly Lawrence W & Associates sold 8,194 Apple shares in Q1 2026, an estimated $2.13M.
- Apple made up 7.78% of Kelly Lawrence W & Associates's portfolio in Q1 2026, its #2 holding.
- Kelly Lawrence W & Associates first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Kelly Lawrence W & Associates's Apple position peaked at $41.8M in Q4 2021.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Kelly Lawrence W & Associates's 13F filing for Q1 2026, filed 15 May 2026.