LCM Capital Management
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LCM Capital Management’s Apple AAPL Stock Holding History

LCM 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
Q3 		$14.7M Sell
44,280
-446
-1% -$143K 6.26% 5
2026
Q2 		$12.9M Buy
44,726
+521
+1% +$149K 5.63% 5
2026
Q1 		$11.2M Buy
44,205
+541
+1% +$141K 5.63% 5
2025
Q4 		$11.9M Sell
43,664
-387
-0.9% -$104K 5.74% 5
2025
Q3 		$11.2M Sell
44,051
-1,428
-3% -$323K 5.38% 6
2025
Q2 		$9.33M Sell
45,479
-1,336
-3% -$270K 4.85% 6
2025
Q1 		$10.4M Buy
46,815
+857
+2% +$199K 6.11% 4
2024
Q4 		$11.5M Sell
45,958
-56
-0.1% -$13.2K 6.49% 4
2024
Q3 		$10.7M Sell
46,014
-2,395
-5% -$535K 6.17% 4
2024
Q2 		$10.2M Buy
48,409
+637
+1% +$119K 6.36% 4
2024
Q1 		$8.19M Buy
47,772
+237
+0.5% +$43.1K 5.29% 5
2023
Q4 		$9.15M Sell
47,535
-34
-0.1% -$6.28K 6.62% 4
2023
Q3 		$8.14M Buy
47,569
+13
+0% +$2.38K 6.64% 4
2023
Q2 		$9.22M Buy
47,556
+1,915
+4% +$334K 7.49% 4
2023
Q1 		$7.53M Buy
45,641
+1,568
+4% +$231K 6.57% 4
2022
Q4 		$5.73M Buy
44,073
+243
+0.6% +$34.7K 5.58% 4
2022
Q3 		$6.06M Sell
43,830
-2,075
-5% -$326K 6.4% 4
2022
Q2 		$6.28M Sell
45,905
-1,777
-4% -$269K 6.18% 4
2022
Q1 		$8.33M Buy
47,682
+1,638
+4% +$275K 6.71% 4
2021
Q4 		$8.18M Buy
46,044
+1,283
+3% +$203K 6.33% 4
2021
Q3 		$6.33M Sell
44,761
-127
-0.3% -$18.7K 5.35% 4
2021
Q2 		$6.15M Sell
44,888
-942
-2% -$122K 5.11% 5
2021
Q1 		$5.6M Sell
45,830
-64
-0.1% -$8.22K 5.01% 5
2020
Q4 		$6.09M Buy
+45,894
New +$5.52M 5.79% 4

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LCM Capital Management's AAPL Position: Q3 2026 in Review

LCM Capital Management reduced its Apple (AAPL) stake by 1% in Q3 2026, selling an estimated $143K and leaving 44,280 shares worth $14.7M. The position accounts for 6.26% of the portfolio, ranked #5.

LCM Capital Management first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 4,051 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • LCM Capital Management held 44,280 shares of Apple worth $14.7M as of Q3 2026.
  • LCM Capital Management sold 446 Apple shares in Q3 2026, an estimated $143K.
  • Apple made up 6.26% of LCM Capital Management's portfolio in Q3 2026, its #5 holding.
  • LCM Capital Management first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 4,051 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on LCM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.