Larson Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $115M | Buy |
453,403
+30,021
| +7% | +$7.81M | 3.67% | 3 |
|
|
2025
Q4 | $115M | Sell |
423,382
-5,418
| -1% | -$1.45M | 3.83% | 3 |
|
|
2025
Q3 | $109M | Buy |
428,800
+52,575
| +14% | +$11.9M | 3.82% | 3 |
|
|
2025
Q2 | $77.2M | Buy |
376,225
+50,525
| +16% | +$10.2M | 3.09% | 4 |
|
|
2025
Q1 | $72.3M | Buy |
325,700
+35,068
| +12% | +$8.12M | 3.43% | 3 |
|
|
2024
Q4 | $72.8M | Buy |
290,632
+102,631
| +55% | +$24.2M | 3.76% | 4 |
|
|
2024
Q3 | $43.8M | Buy |
188,001
+36,010
| +24% | +$8.04M | 2.48% | 4 |
|
|
2024
Q2 | $32M | Buy |
151,991
+58,153
| +62% | +$10.8M | 2.18% | 5 |
|
|
2024
Q1 | $16.1M | Buy |
93,838
+4,274
| +5% | +$777K | 1.24% | 16 |
|
|
2023
Q4 | $17.2M | Sell |
89,564
-9,755
| -10% | -$1.8M | 1.51% | 11 |
|
|
2023
Q3 | $17M | Buy |
99,319
+13,138
| +15% | +$2.41M | 1.67% | 11 |
|
|
2023
Q2 | $16.7M | Buy |
86,181
+3,628
| +4% | +$632K | 1.67% | 11 |
|
|
2023
Q1 | $13.6M | Buy |
82,553
+13,312
| +19% | +$1.96M | 1.48% | 14 |
|
|
2022
Q4 | $9M | Sell |
69,241
-2,098
| -3% | -$300K | 1.08% | 24 |
|
|
2022
Q3 | $9.86M | Buy |
71,339
+22,413
| +46% | +$3.52M | 1.4% | 15 |
|
|
2022
Q2 | $6.69M | Buy |
48,926
+1,453
| +3% | +$220K | 1.16% | 23 |
|
|
2022
Q1 | $8.29M | Sell |
47,473
-1,564
| -3% | -$263K | 1.32% | 19 |
|
|
2021
Q4 | $8.71M | Buy |
49,037
+13,686
| +39% | +$2.16M | 1.38% | 19 |
|
|
2021
Q3 | $5M | Sell |
35,351
-494
| -1% | -$72.7K | 0.99% | 26 |
|
|
2021
Q2 | $4.91M | Sell |
35,845
-98
| -0.3% | -$12.7K | 1.14% | 24 |
|
|
2021
Q1 | $4.39M | Buy |
35,943
+2,520
| +8% | +$323K | 1.29% | 20 |
|
|
2020
Q4 | $4.43M | Buy |
33,423
+1,683
| +5% | +$202K | 1.51% | 18 |
|
|
2020
Q3 | $3.68M | Sell |
31,740
-3,948
| -11% | -$431K | 1.51% | 19 |
|
|
2020
Q2 | $3.25M | Sell |
35,688
-10,344
| -22% | -$802K | 1.55% | 21 |
|
|
2020
Q1 | $2.93M | Buy |
46,032
+5,012
| +12% | +$369K | 1.83% | 17 |
|
|
2019
Q4 | $3.01M | Sell |
41,020
-2,984
| -7% | -$192K | 1.73% | 16 |
|
|
2019
Q3 | $2.46M | Buy |
44,004
+1,196
| +3% | +$62.5K | 1.61% | 17 |
|
|
2019
Q2 | $2.12M | Buy |
42,808
+9,272
| +28% | +$452K | 1.57% | 14 |
|
|
2019
Q1 | $1.59M | Sell |
33,536
-2,268
| -6% | -$96.2K | 1.26% | 16 |
|
|
2018
Q4 | $1.41M | Buy |
35,804
+4,244
| +13% | +$206K | 1.31% | 18 |
|
|
2018
Q3 | $1.78M | Sell |
31,560
-1,092
| -3% | -$56.9K | 2.04% | 15 |
|
|
2018
Q2 | $1.51M | Sell |
32,652
-44
| -0.1% | -$2K | 1.74% | 16 |
|
|
2018
Q1 | $1.37M | Sell |
32,696
-14,044
| -30% | -$605K | 1.61% | 20 |
|
|
2017
Q4 | $1.98M | Buy |
+46,740
| New | +$1.95M | 1.66% | 14 |
|
Other funds holding AAPL
VCM
VPM
Larson Financial Group's AAPL Position: Q1 2026 in Review
Larson Financial Group increased its Apple (AAPL) stake by 7.1% in Q1 2026, buying an estimated $7.81M and bringing the position to 453,403 shares worth $115M. The position accounts for 3.67% of the portfolio, ranked #3.
Larson Financial Group first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $115M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Larson Financial Group held 453,403 shares of Apple worth $115M as of Q1 2026.
- Larson Financial Group bought 30,021 Apple shares in Q1 2026, an estimated $7.81M.
- Apple made up 3.67% of Larson Financial Group's portfolio in Q1 2026, its #3 holding.
- Larson Financial Group first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Larson Financial Group's Apple position peaked at $115M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.