Lane Generational’s Apple AAPL Stock Holding History

Lane Generational’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	$1.27M	Sell	4,987 -17	-0.3%	-$4.42K	1.01%	31
2025 Q4	$1.36M	Buy	5,004 +17	+0.3%	+$4.56K	1.23%	25
2025 Q3	$1.27M	Hold	4,987	–	–	1.05%	22
2025 Q2	$1.02M	Hold	4,987	–	–	0.95%	25
2025 Q1	$1.11M	Hold	4,987	–	–	1.26%	24
2024 Q4	$1.25M	Hold	4,987	–	–	1.22%	22
2024 Q3	$1.16M	Hold	4,987	–	–	1.45%	19
2024 Q2	$1.05M	Hold	4,987	–	–	1.24%	20
2024 Q1	$855K	Hold	4,987	–	–	1.01%	22
2023 Q4	$960K	Hold	4,987	–	–	1.19%	20
2023 Q3	$854K	Hold	4,987	–	–	1.05%	22
2023 Q2	$967K	Sell	4,987 -57	-1%	-$9.93K	1.39%	19
2023 Q1	$832K	Hold	5,044	–	–	1.05%	19
2022 Q4	$655K	Hold	5,044	–	–	0.95%	21
2022 Q3	$697K	Sell	5,044 -508	-9%	-$79.7K	0.99%	21
2022 Q2	$759K	Sell	5,552 -574	-9%	-$86.9K	1.01%	21
2022 Q1	$1.07M	Hold	6,126	–	–	0.99%	23
2021 Q4	$1.09M	Buy	+6,126	New	+$968K	0.94%	23

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

Lane Generational's AAPL Position: Q1 2026 in Review

Lane Generational reduced its Apple (AAPL) stake by 0.34% in Q1 2026, selling an estimated $4.42K and leaving 4,987 shares worth $1.27M. The position accounts for 1.01% of the portfolio, ranked #31.

Lane Generational first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.36M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Lane Generational held 4,987 shares of Apple worth $1.27M as of Q1 2026.
Lane Generational sold 17 Apple shares in Q1 2026, an estimated $4.42K.
Apple made up 1.01% of Lane Generational's portfolio in Q1 2026, its #31 holding.
Lane Generational first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Lane Generational's Apple position peaked at $1.36M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lane Generational's 13F filing for Q1 2026, filed 14 May 2026.