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LBMC Investment Advisors’s Apple AAPL Stock Holding History

LBMC Investment Advisors’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 		$15.9M Sell
62,625
-1,209
-2% -$315K 0.97% 17
2025
Q4 		$17.4M Buy
63,834
+118
+0.2% +$31.7K 1.07% 17
2025
Q3 		$16.2M Sell
63,716
-586
-0.9% -$132K 1.03% 16
2025
Q2 		$13.2M Sell
64,302
-463
-0.7% -$93.5K 0.94% 19
2025
Q1 		$14.4M Buy
64,765
+3,120
+5% +$723K 1.12% 16
2024
Q4 		$15.4M Sell
61,645
-809
-1% -$191K 1.22% 12
2024
Q3 		$14.6M Sell
62,454
-556
-0.9% -$124K 1.15% 13
2024
Q2 		$13.3M Buy
63,010
+12,013
+24% +$2.24M 1.15% 14
2024
Q1 		$8.74M Buy
50,997
+837
+2% +$152K 0.76% 20
2023
Q4 		$9.66M Buy
50,160
+145
+0.3% +$26.8K 0.92% 18
2023
Q3 		$8.62M Sell
50,015
-398
-0.8% -$73K 0.92% 18
2023
Q2 		$9.78M Sell
50,413
-4,935
-9% -$860K 0.96% 17
2023
Q1 		$9.13M Buy
55,348
+1,611
+3% +$238K 0.92% 18
2022
Q4 		$6.98M Sell
53,737
-2,991
-5% -$427K 0.74% 22
2022
Q3 		$7.84M Sell
56,728
-119
-0.2% -$18.7K 0.9% 20
2022
Q2 		$7.77M Sell
56,847
-5,326
-9% -$807K 0.84% 19
2022
Q1 		$10.9M Buy
62,173
+1,044
+2% +$176K 0.96% 18
2021
Q4 		$10.9M Buy
61,129
+3,152
+5% +$498K 0.94% 18
2021
Q3 		$8.65K Hold
57,977
– – 0.81% 20
2021
Q2 		$7.94M Buy
57,977
+28,458
+96% +$3.69M 0.76% 21
2021
Q1 		$3.61M Sell
29,519
-3
-0% -$385 0.38% 29
2020
Q4 		$3.92M Sell
29,522
-155
-0.5% -$18.6K 0.46% 26
2020
Q3 		$3.44M Buy
29,677
+8,245
+38% +$900K 0.48% 26
2020
Q2 		$1.96M Buy
21,432
+1,728
+9% +$134K 0.31% 29
2020
Q1 		$1.25M Buy
19,704
+3,288
+20% +$242K 0.23% 30
2019
Q4 		$1.21M Buy
16,416
+116
+0.7% +$7.46K 0.17% 34
2019
Q3 		$913K Buy
16,300
+1,416
+10% +$74K 0.14% 37
2019
Q2 		$736K Buy
14,884
+348
+2% +$17K 0.11% 44
2019
Q1 		$690K Sell
14,536
-5,120
-26% -$217K 0.11% 43
2018
Q4 		$775K Sell
19,656
-8,916
-31% -$432K 0.14% 38
2018
Q3 		$1.61M Buy
28,572
+28
+0.1% +$1.46K 0.26% 26
2018
Q2 		$1.32M Buy
28,544
+4,276
+18% +$194K 0.22% 26
2018
Q1 		$1.02M Buy
24,268
+360
+2% +$15.5K 0.18% 33
2017
Q4 		$1.01M Sell
23,908
-148
-0.6% -$6.18K 0.16% 33
2017
Q3 		$927K Buy
24,056
+1,800
+8% +$69.8K 0.16% 34
2017
Q2 		$801K Buy
22,256
+712
+3% +$26.3K 0.14% 34
2017
Q1 		$774K Buy
21,544
+236
+1% +$7.77K 0.14% 37
2016
Q4 		$617K Sell
21,308
-3,888
-15% -$110K 0.12% 40
2016
Q3 		$712K Buy
25,196
+4,756
+23% +$126K 0.14% 41
2016
Q2 		$489K Buy
20,440
+60
+0.3% +$1.49K 0.1% 44
2016
Q1 		$555K Buy
20,380
+52
+0.3% +$1.3K 0.11% 40
2015
Q4 		$535K Buy
20,328
+40
+0.2% +$1.14K 0.12% 40
2015
Q3 		$559K Sell
20,288
-3,112
-13% -$91.3K 0.13% 35
2015
Q2 		$734K Buy
23,400
+156
+0.7% +$4.99K 0.16% 29
2015
Q1 		$723K Buy
23,244
+740
+3% +$22.3K 0.16% 30
2014
Q4 		$621K Buy
22,504
+4,008
+22% +$109K 0.14% 32
2014
Q3 		$466K Buy
18,496
+852
+5% +$20.9K 0.11% 33
2014
Q2 		$410K Buy
17,644
+312
+2% +$6.64K 0.11% 33
2014
Q1 		$332K Buy
17,332
+504
+3% +$9.59K 0.08% 39
2013
Q4 		$337K Hold
16,828
– – 0.09% 39
2013
Q3 		$287K Hold
16,828
– – 0.08% 41
2013
Q2 		$238K Buy
+16,828
New +$259K 0.08% 42

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

LBMC Investment Advisors's AAPL Position: Q1 2026 in Review

LBMC Investment Advisors reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $315K and leaving 62,625 shares worth $15.9M. The position accounts for 0.97% of the portfolio, ranked #17.

LBMC Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.4M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • LBMC Investment Advisors held 62,625 shares of Apple worth $15.9M as of Q1 2026.
  • LBMC Investment Advisors sold 1,209 Apple shares in Q1 2026, an estimated $315K.
  • Apple made up 0.97% of LBMC Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • LBMC Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • LBMC Investment Advisors's Apple position peaked at $17.4M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.