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Lavaca Capital’s Apple AAPL Stock Holding History

Lavaca Capital’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
2023
Q2 		– Sell
-15,100
Closed -$2.18M – 151
2023
Q1 		$2.18M Hold
15,100
– – 0.46% 44
2022
Q4 		$2.32M Hold
15,100
– – 0.72% 36
2022
Q3 		$2.09M Sell
15,100
-400
-3% -$62.8K 0.75% 29
2022
Q2 		$2.12M Buy
15,500
+400
+3% +$60.6K 0.32% 30
2022
Q1 		$2.64M Buy
+15,100
New +$2.54M 0.28% 35

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lavaca Capital's AAPL Position: Q1 2026 in Review

Lavaca Capital increased its Apple (AAPL) stake by 8.8% in Q1 2026, buying an estimated $1.01M and bringing the position to 48,125 shares worth $12.2M. The position accounts for 2.16% of the portfolio, ranked #6.

Lavaca Capital first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.3M in Q1 2023. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Lavaca Capital held 48,125 shares of Apple worth $12.2M as of Q1 2026.
  • Lavaca Capital bought 3,875 Apple shares in Q1 2026, an estimated $1.01M.
  • Apple made up 2.16% of Lavaca Capital's portfolio in Q1 2026, its #6 holding.
  • Lavaca Capital first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Lavaca Capital's Apple position peaked at $14.3M in Q1 2023.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.