LSAG
AAPL icon

Lake Street Advisors Group’s Apple AAPL Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$50.3M Sell
200,796
-6,122
-3% -$1.44M 2.32% 9
2024
Q3 		$48.2M Sell
206,918
-6,575
-3% -$1.47M 2.23% 11
2024
Q2 		$45M Buy
213,493
+4,150
+2% +$774K 2.16% 11
2024
Q1 		$35.9M Buy
209,343
+1,566
+0.8% +$285K 1.68% 16
2023
Q4 		$40M Buy
207,777
+600
+0.3% +$111K 2.01% 11
2023
Q3 		$35.5M Sell
207,177
-2,921
-1% -$536K 2.11% 15
2023
Q2 		$40.8M Buy
210,098
+1,536
+0.7% +$268K 2.25% 15
2023
Q1 		$34.4M Buy
208,562
+608
+0.3% +$89.7K 2.13% 17
2022
Q4 		$27M Sell
207,954
-1,636
-0.8% -$234K 1.78% 18
2022
Q3 		$29M Buy
209,590
+3,619
+2% +$568K 2.1% 16
2022
Q2 		$28.2M Buy
205,971
+6,582
+3% +$997K 2.01% 16
2022
Q1 		$34.8M Buy
199,389
+9,880
+5% +$1.66M 2.22% 14
2021
Q4 		$33.7M Buy
189,509
+6,529
+4% +$1.03M 2.12% 14
2021
Q3 		$25.9M Buy
182,980
+47,219
+35% +$6.95M 2.77% 9
2021
Q2 		$20.2M Buy
135,761
+526
+0.4% +$68.2K 1.49% 17
2021
Q1 		$16.5M Sell
135,235
-8,782
-6% -$1.13M 1.34% 18
2020
Q4 		$19.1M Buy
144,017
+1,170
+0.8% +$141K 1.58% 16
2020
Q3 		$16.5M Buy
142,847
+2,819
+2% +$308K 1.56% 16
2020
Q2 		$12.8M Sell
140,028
-1,316
-0.9% -$102K 1.29% 18
2020
Q1 		$8.99M Buy
141,344
+19,116
+16% +$1.41M 1.12% 20
2019
Q4 		$8.97M Buy
122,228
+1,920
+2% +$124K 0.88% 23
2019
Q3 		$6.08M Sell
120,308
-420
-0.3% -$22K 0.66% 25
2019
Q2 		$5.97M Buy
120,728
+9,340
+8% +$455K 0.63% 23
2019
Q1 		$5.29M Buy
111,388
+1,596
+1% +$67.7K 0.56% 24
2018
Q4 		$4.33M Buy
109,792
+3,692
+3% +$179K 0.53% 26
2018
Q3 		$5.99M Sell
106,100
-56,036
-35% -$2.92M 0.66% 22
2018
Q2 		$7.5M Sell
162,136
-4,652
-3% -$211K 0.75% 20
2018
Q1 		$7M Buy
+166,788
New +$7.18M 0.79% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Street Advisors Group's AAPL Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Apple (AAPL) stake by 3% in Q4 2024, selling an estimated $1.44M and leaving 200,796 shares worth $50.3M. The position accounts for 2.32% of the portfolio, ranked #9.

Lake Street Advisors Group first reported a position in AAPL in Q1 2018 and has held it in 28 quarters since. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Lake Street Advisors Group held 200,796 shares of Apple worth $50.3M as of Q4 2024.
  • Lake Street Advisors Group sold 6,122 Apple shares in Q4 2024, an estimated $1.44M.
  • Apple made up 2.32% of Lake Street Advisors Group's portfolio in Q4 2024, its #9 holding.
  • Lake Street Advisors Group first reported a position in Apple in Q1 2018 and has held it in 28 quarters since.
  • 5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.