Lakewood Asset Management’s Apple AAPL Stock Holding History

Lakewood Asset Management’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 Q1	$2.91M	Sell	11,476 -3,243	-22%	-$844K	1.86%	14
2025 Q4	$4M	Sell	14,719 -266	-2%	-$71.4K	2.35%	13
2025 Q3	$3.82M	Sell	14,985 -1,412	-9%	-$319K	2.31%	12
2025 Q2	$3.36M	Sell	16,397 -2,359	-13%	-$476K	2.25%	13
2025 Q1	$4.17M	Sell	18,756 -37	-0.2%	-$8.57K	2.81%	9
2024 Q4	$4.71M	Sell	18,793 -219	-1%	-$51.6K	3.24%	5
2024 Q3	$4.43M	Sell	19,012 -3,507	-16%	-$783K	3.03%	5
2024 Q2	$4.74M	Sell	22,519 -87	-0.4%	-$16.2K	3.31%	5
2024 Q1	$3.88M	Sell	22,606 -4,559	-17%	-$829K	2.64%	8
2023 Q4	$5.23M	Sell	27,165 -4,551	-14%	-$840K	4.06%	4
2023 Q3	$5.43M	Sell	31,716 -703	-2%	-$129K	4.43%	3
2023 Q2	$6.29M	Sell	32,419 -184	-0.6%	-$32.1K	4.95%	3
2023 Q1	$5.38M	Buy	32,603 +3	+0%	+$443	4.47%	3
2022 Q4	$4.24M	Buy	+32,600	New	+$4.66M	3.42%	3

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lakewood Asset Management's AAPL Position: Q1 2026 in Review

Lakewood Asset Management reduced its Apple (AAPL) stake by 22% in Q1 2026, selling an estimated $844K and leaving 11,476 shares worth $2.91M. The position accounts for 1.86% of the portfolio, ranked #14.

Lakewood Asset Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.29M in Q2 2023. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Lakewood Asset Management held 11,476 shares of Apple worth $2.91M as of Q1 2026.
Lakewood Asset Management sold 3,243 Apple shares in Q1 2026, an estimated $844K.
Apple made up 1.86% of Lakewood Asset Management's portfolio in Q1 2026, its #14 holding.
Lakewood Asset Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Lakewood Asset Management's Apple position peaked at $6.29M in Q2 2023.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.