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 Q2	$3.31M	Sell	11,456 -20	-0.2%	-$5.72K	1.82%	17
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lakewood Asset Management's AAPL Position: Q2 2026 in Review

Lakewood Asset Management reduced its Apple (AAPL) stake by 0.17% in Q2 2026, selling an estimated $5.72K and leaving 11,456 shares worth $3.31M. The position accounts for 1.82% of the portfolio, ranked #17.

Lakewood Asset Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.29M in Q2 2023. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Lakewood Asset Management held 11,456 shares of Apple worth $3.31M as of Q2 2026.
Lakewood Asset Management sold 20 Apple shares in Q2 2026, an estimated $5.72K.
Apple made up 1.82% of Lakewood Asset Management's portfolio in Q2 2026, its #17 holding.
Lakewood Asset Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
Lakewood Asset Management's Apple position peaked at $6.29M in Q2 2023.
6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.