Lathrop Investment Management’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 | $17.8M | Sell |
70,030
-318
| -0.5% | -$82.8K | 3.33% | 8 |
|
|
2025
Q4 | $19.1M | Buy |
70,348
+364
| +0.5% | +$97.7K | 3.47% | 5 |
|
|
2025
Q3 | $17.8M | Sell |
69,984
-60
| -0.1% | -$13.6K | 3.29% | 8 |
|
|
2025
Q2 | $14.4M | Sell |
70,044
-17,804
| -20% | -$3.6M | 2.72% | 18 |
|
|
2025
Q1 | $19.5M | Sell |
87,848
-2,573
| -3% | -$596K | 3.87% | 3 |
|
|
2024
Q4 | $22.6M | Sell |
90,421
-5,880
| -6% | -$1.39M | 4.32% | 3 |
|
|
2024
Q3 | $22.4M | Sell |
96,301
-1,243
| -1% | -$278K | 4.17% | 3 |
|
|
2024
Q2 | $20.5M | Sell |
97,544
-1,538
| -2% | -$287K | 4.02% | 3 |
|
|
2024
Q1 | $17M | Sell |
99,082
-217
| -0.2% | -$39.5K | 3.29% | 9 |
|
|
2023
Q4 | $19.1M | Sell |
99,299
-11,951
| -11% | -$2.21M | 3.9% | 4 |
|
|
2023
Q3 | $19M | Buy |
111,250
+32
| +0% | +$5.87K | 4.1% | 3 |
|
|
2023
Q2 | $21.6M | Sell |
111,218
-6,465
| -5% | -$1.13M | 4.38% | 3 |
|
|
2023
Q1 | $19.4M | Sell |
117,683
-1,454
| -1% | -$215K | 4.12% | 2 |
|
|
2022
Q4 | $15.5M | Buy |
119,137
+108,814
| +1,054% | +$15.6M | 3.42% | 8 |
|
|
2022
Q3 | $1.43M | Hold |
10,323
| – | – | 0.38% | 36 |
|
|
2022
Q2 | $1.41M | Sell |
10,323
-127
| -1% | -$19.2K | 0.35% | 37 |
|
|
2022
Q1 | $1.82M | Sell |
10,450
-161
| -2% | -$27.1K | 0.39% | 35 |
|
|
2021
Q4 | $1.88M | Sell |
10,611
-472
| -4% | -$74.6K | 0.37% | 35 |
|
|
2021
Q3 | $1.57M | Sell |
11,083
-66
| -0.6% | -$9.72K | 0.34% | 35 |
|
|
2021
Q2 | $1.53M | Sell |
11,149
-314
| -3% | -$40.7K | 0.32% | 35 |
|
|
2021
Q1 | $1.4M | Sell |
11,463
-1,186
| -9% | -$152K | 0.31% | 36 |
|
|
2020
Q4 | $1.68M | Buy |
12,649
+30
| +0.2% | +$3.61K | 0.41% | 36 |
|
|
2020
Q3 | $1.46M | Sell |
12,619
-881
| -7% | -$96.1K | 0.41% | 35 |
|
|
2020
Q2 | $1.23M | Sell |
13,500
-476
| -3% | -$36.9K | 0.37% | 38 |
|
|
2020
Q1 | $888K | Sell |
13,976
-744
| -5% | -$54.7K | 0.31% | 39 |
|
|
2019
Q4 | $1.08M | Sell |
14,720
-12,196
| -45% | -$785K | 0.29% | 32 |
|
|
2019
Q3 | $1.51M | Buy |
26,916
+252
| +0.9% | +$13.2K | 0.42% | 32 |
|
|
2019
Q2 | $1.32M | Sell |
26,664
-1,120
| -4% | -$54.6K | 0.37% | 32 |
|
|
2019
Q1 | $1.32M | Sell |
27,784
-3,832
| -12% | -$163K | 0.39% | 32 |
|
|
2018
Q4 | $1.25M | Hold |
31,616
| – | – | 0.44% | 31 |
|
|
2018
Q3 | $1.78M | Buy |
31,616
+920
| +3% | +$47.9K | 0.46% | 31 |
|
|
2018
Q2 | $1.42M | Sell |
30,696
-100
| -0.3% | -$4.54K | 0.39% | 31 |
|
|
2018
Q1 | $1.29M | Sell |
30,796
-140
| -0.5% | -$6.03K | 0.37% | 31 |
|
|
2017
Q4 | $1.31M | Hold |
30,936
| – | – | 0.36% | 31 |
|
|
2017
Q3 | $1.19M | Sell |
30,936
-100
| -0.3% | -$3.88K | 0.33% | 30 |
|
|
2017
Q2 | $1.12M | Hold |
31,036
| – | – | 0.32% | 30 |
|
|
2017
Q1 | $1.11M | Sell |
31,036
-640
| -2% | -$21.1K | 0.32% | 30 |
|
|
2016
Q4 | $917K | Sell |
31,676
-31,684
| -50% | -$898K | 0.28% | 33 |
|
|
2016
Q3 | $1.65M | Buy |
63,360
+31,608
| +100% | +$837K | 0.25% | 34 |
|
|
2016
Q2 | $759K | Buy |
31,752
+656
| +2% | +$16.3K | 0.24% | 33 |
|
|
2016
Q1 | $847K | Buy |
31,096
+828
| +3% | +$20.6K | 0.27% | 31 |
|
|
2015
Q4 | $796K | Buy |
30,268
+564
| +2% | +$16.1K | 0.26% | 31 |
|
|
2015
Q3 | $819K | Sell |
29,704
-972
| -3% | -$28.5K | 0.28% | 33 |
|
|
2015
Q2 | $962K | Sell |
30,676
-656
| -2% | -$21K | 0.32% | 33 |
|
|
2015
Q1 | $975K | Sell |
31,332
-700
| -2% | -$21.1K | 0.34% | 32 |
|
|
2014
Q4 | $884K | Hold |
32,032
| – | – | 0.32% | 33 |
|
|
2014
Q3 | $807K | Buy |
32,032
+1,680
| +6% | +$41.2K | 0.31% | 32 |
|
|
2014
Q2 | $705K | Sell |
30,352
-37,800
| -55% | -$804K | 0.27% | 34 |
|
|
2014
Q1 | $1.31M | Buy |
68,152
+700
| +1% | +$13.3K | 0.52% | 30 |
|
|
2013
Q4 | $1.35M | Hold |
67,452
| – | – | 0.57% | 30 |
|
|
2013
Q3 | $1.15M | Buy |
67,452
+1,792
| +3% | +$29.7K | 0.54% | 31 |
|
|
2013
Q2 | $930K | Buy |
+65,660
| New | +$1.01M | 0.47% | 33 |
|
Other funds holding AAPL
VCM
VPM
Lathrop Investment Management's AAPL Position: Q1 2026 in Review
Lathrop Investment Management reduced its Apple (AAPL) stake by 0.45% in Q1 2026, selling an estimated $82.8K and leaving 70,030 shares worth $17.8M. The position accounts for 3.33% of the portfolio, ranked #8.
Lathrop Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.6M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Lathrop Investment Management held 70,030 shares of Apple worth $17.8M as of Q1 2026.
- Lathrop Investment Management sold 318 Apple shares in Q1 2026, an estimated $82.8K.
- Apple made up 3.33% of Lathrop Investment Management's portfolio in Q1 2026, its #8 holding.
- Lathrop Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Lathrop Investment Management's Apple position peaked at $22.6M in Q4 2024.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.