Lattice Capital Management’s Apple AAPL Stock Holding History

Lattice Capital 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 Q1	$10.1M	Sell	39,400 -7,600	-16%	-$1.98M	17.69%	2
2025 Q4	$12.8M	Sell	47,000 -3,000	-6%	-$805K	17.92%	2
2025 Q3	$12.7M	Hold	50,000	–	–	12.21%	2
2025 Q2	$10.3M	Sell	50,000 -21,434	-30%	-$4.33M	11.29%	2
2025 Q1	$15.9M	Hold	71,434	–	–	16.32%	3
2024 Q4	$17.9M	Hold	71,434	–	–	14.75%	3
2024 Q3	$16.6M	Hold	71,434	–	–	14.93%	3
2024 Q2	$15M	Hold	71,434	–	–	0.61%	4
2024 Q1	$12.2M	Hold	71,434	–	–	0.89%	4
2023 Q4	$13.8M	Buy	71,434 +1,700	+2%	+$314K	1%	4
2023 Q3	$11.9M	Buy	69,734 +37,700	+118%	+$6.91M	1.48%	4
2023 Q2	$6.21M	Hold	32,034	–	–	0.79%	3
2023 Q1	$5.28M	Hold	32,034	–	–	0.76%	4
2022 Q4	$4.16M	Hold	32,034	–	–	0.69%	4
2022 Q3	$4.43M	Buy	32,034 +43	+0.1%	+$6.75K	7.08%	2
2022 Q2	$4.65M	Buy	31,991 +51	+0.2%	+$7.72K	0.6%	2
2022 Q1	$5.28M	Buy	31,940 +40	+0.1%	+$6.73K	7.53%	2
2021 Q4	$5.66M	Buy	+31,900	New	+$5.04M	0.4%	3

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

Lattice Capital Management's AAPL Position: Q1 2026 in Review

Lattice Capital Management reduced its Apple (AAPL) stake by 16% in Q1 2026, selling an estimated $1.98M and leaving 39,400 shares worth $10.1M. The position accounts for 17.69% of the portfolio, ranked #2.

Lattice Capital Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.9M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Lattice Capital Management held 39,400 shares of Apple worth $10.1M as of Q1 2026.
Lattice Capital Management sold 7,600 Apple shares in Q1 2026, an estimated $1.98M.
Apple made up 17.69% of Lattice Capital Management's portfolio in Q1 2026, its #2 holding.
Lattice Capital Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Lattice Capital Management's Apple position peaked at $17.9M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lattice Capital Management's 13F filing for Q1 2026, filed 15 May 2026.