LCM
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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
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% -$8.21K 5.01% 5
2020
Q4 		$6.09M Buy
+45,894
New +$5.52M 5.79% 4

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

LCM Capital Management's AAPL Position: Q1 2026 in Review

LCM Capital Management increased its Apple (AAPL) stake by 1.2% in Q1 2026, buying an estimated $141K and bringing the position to 44,205 shares worth $11.2M. The position accounts for 5.63% of the portfolio, ranked #5.

LCM Capital Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.9M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • LCM Capital Management held 44,205 shares of Apple worth $11.2M as of Q1 2026.
  • LCM Capital Management bought 541 Apple shares in Q1 2026, an estimated $141K.
  • Apple made up 5.63% of LCM Capital Management's portfolio in Q1 2026, its #5 holding.
  • LCM Capital Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • LCM Capital Management's Apple position peaked at $11.9M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.