LBP AM’s Apple AAPL Stock Holding History

LBP AM’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	$326M	Sell	1,284,226 -187,543	-13%	-$48.8M	4.46%	4
2025 Q4	$400M	Buy	1,471,769 +143,614	+11%	+$38.6M	4.64%	4
2025 Q3	$338M	Buy	1,328,155 +392,124	+42%	+$88.6M	4.16%	4
2025 Q2	$192M	Buy	936,031 +7,700	+0.8%	+$1.56M	2.7%	5
2025 Q1	$206M	Sell	928,331 -42,755	-4%	-$9.91M	3.18%	5
2024 Q4	$243M	Buy	971,086 +71,092	+8%	+$16.8M	3.29%	4
2024 Q3	$210M	Buy	899,994 +151,237	+20%	+$33.8M	3.15%	4
2024 Q2	$158M	Sell	748,757 -18,961	-2%	-$3.54M	6.48%	3
2024 Q1	$132M	Sell	767,718 -64,042	-8%	-$11.6M	5.25%	3
2023 Q4	$160M	Sell	831,760 -39,815	-5%	-$7.35M	3.53%	2
2023 Q3	$149M	Buy	871,575 +81,529	+10%	+$15M	3.31%	2
2023 Q2	$153M	Buy	790,046 +27,950	+4%	+$4.87M	3.62%	2
2023 Q1	$126M	Sell	762,096 -42,917	-5%	-$6.33M	3.19%	2
2022 Q4	$105M	Buy	+805,013	New	+$115M	2.99%	2

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

LBP AM's AAPL Position: Q1 2026 in Review

LBP AM reduced its Apple (AAPL) stake by 13% in Q1 2026, selling an estimated $48.8M and leaving 1,284,226 shares worth $326M. The position accounts for 4.46% of the portfolio, ranked #4.

LBP AM first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $400M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

LBP AM held 1,284,226 shares of Apple worth $326M as of Q1 2026.
LBP AM sold 187,543 Apple shares in Q1 2026, an estimated $48.8M.
Apple made up 4.46% of LBP AM's portfolio in Q1 2026, its #4 holding.
LBP AM first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
LBP AM's Apple position peaked at $400M in Q4 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.