Lafayette Investments’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 | $14.7M | Sell |
57,744
-411
| -0.7% | -$107K | 2.97% | 7 |
|
|
2025
Q4 | $15.8M | Sell |
58,155
-140
| -0.2% | -$37.6K | 2.99% | 8 |
|
|
2025
Q3 | $14.8M | Sell |
58,295
-40
| -0.1% | -$9.04K | 2.84% | 8 |
|
|
2025
Q2 | $12M | Buy |
58,335
+429
| +0.7% | +$86.6K | 2.42% | 9 |
|
|
2025
Q1 | $12.9M | Sell |
57,906
-458
| -0.8% | -$106K | 2.72% | 8 |
|
|
2024
Q4 | $14.6M | Buy |
58,364
+65
| +0.1% | +$15.3K | 3.13% | 6 |
|
|
2024
Q3 | $13.6M | Sell |
58,299
-56
| -0.1% | -$12.5K | 2.86% | 7 |
|
|
2024
Q2 | $12.3M | Buy |
58,355
+82
| +0.1% | +$15.3K | 2.79% | 8 |
|
|
2024
Q1 | $9.99M | Buy |
58,273
+956
| +2% | +$174K | 2.24% | 13 |
|
|
2023
Q4 | $11M | Sell |
57,317
-241
| -0.4% | -$44.5K | 2.74% | 6 |
|
|
2023
Q3 | $9.85M | Sell |
57,558
-440
| -0.8% | -$80.7K | 2.69% | 6 |
|
|
2023
Q2 | $11.2M | Sell |
57,998
-439
| -0.8% | -$76.5K | 2.96% | 5 |
|
|
2023
Q1 | $9.64M | Buy |
58,437
+55
| +0.1% | +$8.12K | 2.67% | 7 |
|
|
2022
Q4 | $7.59M | Sell |
58,382
-1,561
| -3% | -$223K | 2.13% | 15 |
|
|
2022
Q3 | $8.28M | Sell |
59,943
-847
| -1% | -$133K | 2.56% | 7 |
|
|
2022
Q2 | $8.31M | Buy |
60,790
+56
| +0.1% | +$8.48K | 2.4% | 8 |
|
|
2022
Q1 | $10.6M | Sell |
60,734
-273
| -0.4% | -$45.9K | 2.63% | 6 |
|
|
2021
Q4 | $10.8M | Sell |
61,007
-570
| -0.9% | -$90.1K | 2.71% | 8 |
|
|
2021
Q3 | $8.71M | Sell |
61,577
-929
| -1% | -$137K | 2.36% | 9 |
|
|
2021
Q2 | $8.56M | Buy |
62,506
+14,346
| +30% | +$1.86M | 2.33% | 9 |
|
|
2021
Q1 | $5.88M | Sell |
48,160
-1,455
| -3% | -$187K | 1.88% | 20 |
|
|
2020
Q4 | $6.58M | Sell |
49,615
-34
| -0.1% | -$4.09K | 2.24% | 11 |
|
|
2020
Q3 | $5.75M | Sell |
49,649
-9,763
| -16% | -$1.07M | 2.2% | 11 |
|
|
2020
Q2 | $5.42M | Sell |
59,412
-80
| -0.1% | -$6.2K | 2.26% | 10 |
|
|
2020
Q1 | $3.78M | Sell |
59,492
-12,000
| -17% | -$883K | 1.82% | 18 |
|
|
2019
Q4 | $5.25M | Sell |
71,492
-3,392
| -5% | -$218K | 1.82% | 21 |
|
|
2019
Q3 | $4.19M | Hold |
74,884
| – | – | 1.52% | 28 |
|
|
2019
Q2 | $3.71M | Buy |
74,884
+600
| +0.8% | +$29.2K | 1.31% | 30 |
|
|
2019
Q1 | $3.53M | Buy |
74,284
+10,596
| +17% | +$449K | 1.3% | 29 |
|
|
2018
Q4 | $2.51M | Buy |
63,688
+44,540
| +233% | +$2.16M | 1.01% | 33 |
|
|
2018
Q3 | $1.08M | Sell |
19,148
-540
| -3% | -$28.1K | 0.37% | 43 |
|
|
2018
Q2 | $911K | Buy |
19,688
+444
| +2% | +$20.1K | 0.33% | 46 |
|
|
2018
Q1 | $807K | Buy |
19,244
+14,332
| +292% | +$617K | 0.3% | 47 |
|
|
2017
Q4 | $208K | Buy |
+4,912
| New | +$205K | 0.07% | 76 |
|
Other funds holding AAPL
VCM
VPM
Lafayette Investments's AAPL Position: Q1 2026 in Review
Lafayette Investments reduced its Apple (AAPL) stake by 0.71% in Q1 2026, selling an estimated $107K and leaving 57,744 shares worth $14.7M. The position accounts for 2.97% of the portfolio, ranked #7.
Lafayette Investments first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $15.8M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Lafayette Investments held 57,744 shares of Apple worth $14.7M as of Q1 2026.
- Lafayette Investments sold 411 Apple shares in Q1 2026, an estimated $107K.
- Apple made up 2.97% of Lafayette Investments's portfolio in Q1 2026, its #7 holding.
- Lafayette Investments first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Lafayette Investments's Apple position peaked at $15.8M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.