LMKC
AAPL icon

L.M. Kohn & Company’s Apple AAPL Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$5M Sell
19,622
-125,174
-86% -$28.3M 6.01% 1
2025
Q2 		$29.7M Sell
144,796
-23,236
-14% -$4.69M 8.01% 1
2025
Q1 		$37.3M Sell
168,032
-3,817
-2% -$884K 9.75% 1
2024
Q4 		$43M Sell
171,849
-2,223
-1% -$524K 11.14% 1
2024
Q3 		$40.6M Sell
174,072
-633
-0.4% -$141K 10.28% 1
2024
Q2 		$36.8M Sell
174,705
-12,701
-7% -$2.37M 9.96% 1
2024
Q1 		$32.1M Buy
187,406
+52
+0% +$9.46K 9.03% 1
2023
Q4 		$36.1M Buy
187,354
+1,962
+1% +$362K 11.51% 1
2023
Q3 		$31.7M Buy
185,392
+741
+0.4% +$136K 11.58% 1
2023
Q2 		$35.8M Buy
184,651
+2,965
+2% +$517K 13.52% 1
2023
Q1 		$30M Buy
181,686
+3
+0% +$443 12.42% 1
2022
Q4 		$23.6M Sell
181,683
-2,701
-1% -$386K 11.05% 1
2022
Q3 		$25.5M Sell
184,384
-1,665
-0.9% -$261K 12.48% 1
2022
Q2 		$25.4M Buy
186,049
+1,393
+0.8% +$211K 11.89% 1
2022
Q1 		$32.2M Buy
+184,656
New +$31.1M 12.43% 1

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

L.M. Kohn & Company's AAPL Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Apple (AAPL) stake by 86% in Q3 2025, selling an estimated $28.3M and leaving 19,622 shares worth $5M. The position accounts for 6.01% of the portfolio, ranked #1.

L.M. Kohn & Company first reported a position in AAPL in Q1 2022 and has held it in 15 quarters since. The position peaked at $43M in Q4 2024. 5,595 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • L.M. Kohn & Company held 19,622 shares of Apple worth $5M as of Q3 2025.
  • L.M. Kohn & Company sold 125,174 Apple shares in Q3 2025, an estimated $28.3M.
  • Apple made up 6.01% of L.M. Kohn & Company's portfolio in Q3 2025, its #1 holding.
  • L.M. Kohn & Company first reported a position in Apple in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Apple position peaked at $43M in Q4 2024.
  • 5,595 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.