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Lane & Associates’s Apple AAPL Stock Holding History

Lane & Associates’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
Q1 		$3.74M Buy
16,836
+166
+1% +$38.5K 2.02% 14
2024
Q4 		$3.93M Sell
16,670
-1,377
-8% -$325K 2.03% 12
2024
Q3 		$4.2M Sell
18,047
-1,098
-6% -$245K 2.29% 10
2024
Q2 		$4.03M Buy
19,145
+128
+0.7% +$23.9K 2.38% 9
2024
Q1 		$3.26M Buy
19,017
+1,246
+7% +$227K 2.05% 12
2023
Q4 		$3.42M Sell
17,771
-47
-0.3% -$8.68K 2.49% 10
2023
Q3 		$3.05M Buy
17,818
+675
+4% +$124K 2.45% 10
2023
Q2 		$3.33M Sell
17,143
-203
-1% -$35.4K 2.65% 9
2023
Q1 		$2.86M Sell
17,346
-1,318
-7% -$194K 2.55% 10
2022
Q4 		$2.43M Buy
+18,664
New +$2.67M 2.3% 10

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lane & Associates's AAPL Position: Q1 2025 in Review

Lane & Associates increased its Apple (AAPL) stake by 1% in Q1 2025, buying an estimated $38.5K and bringing the position to 16,836 shares worth $3.74M. The position accounts for 2.02% of the portfolio, ranked #14.

Lane & Associates first reported a position in AAPL in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.2M in Q3 2024. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Lane & Associates held 16,836 shares of Apple worth $3.74M as of Q1 2025.
  • Lane & Associates bought 166 Apple shares in Q1 2025, an estimated $38.5K.
  • Apple made up 2.02% of Lane & Associates's portfolio in Q1 2025, its #14 holding.
  • Lane & Associates first reported a position in Apple in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's Apple position peaked at $4.2M in Q3 2024.
  • 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.