Lavaca Capital
AAPL icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lavaca Capital's AAPL Position: Q2 2026 in Review

Lavaca Capital increased its Apple (AAPL) stake by 26% in Q2 2026, buying an estimated $3.56M and bringing the position to 60,576 shares worth $17.5M. The position accounts for 1.73% of the portfolio, ranked #6.

Lavaca Capital first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,167 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lavaca Capital held 60,576 shares of Apple worth $17.5M as of Q2 2026.
  • Lavaca Capital bought 12,451 Apple shares in Q2 2026, an estimated $3.56M.
  • Apple made up 1.73% of Lavaca Capital's portfolio in Q2 2026, its #6 holding.
  • Lavaca Capital first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • 6,167 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.