Lee Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.5M | Sell |
65,159
-1,596
| -2% | -$415K | 2.33% | 9 |
|
|
2025
Q4 | $18.1M | Sell |
66,755
-48,244
| -42% | -$13M | 2.45% | 9 |
|
|
2025
Q3 | $29.3M | Buy |
114,999
+45,714
| +66% | +$10.3M | 3.67% | 6 |
|
|
2025
Q2 | $14.2M | Sell |
69,285
-773
| -1% | -$156K | 2.04% | 10 |
|
|
2025
Q1 | $15.6M | Sell |
70,058
-46,780
| -40% | -$10.8M | 2.38% | 10 |
|
|
2024
Q4 | $29.3M | Sell |
116,838
-4,228
| -3% | -$996K | 4.11% | 6 |
|
|
2024
Q3 | $28.2M | Buy |
121,066
+45,217
| +60% | +$10.1M | 4.01% | 6 |
|
|
2024
Q2 | $16M | Buy |
75,849
+2,319
| +3% | +$432K | 2.6% | 10 |
|
|
2024
Q1 | $12.6M | Buy |
73,530
+949
| +1% | +$173K | 2.1% | 12 |
|
|
2023
Q4 | $14M | Sell |
72,581
-669
| -0.9% | -$124K | 2.45% | 10 |
|
|
2023
Q3 | $12.5M | Buy |
73,250
+1,551
| +2% | +$284K | 2.34% | 12 |
|
|
2023
Q2 | $13.9M | Sell |
71,699
-300
| -0.4% | -$52.3K | 2.44% | 11 |
|
|
2023
Q1 | $11.9M | Sell |
71,999
-43,559
| -38% | -$6.43M | 2.04% | 15 |
|
|
2022
Q4 | $15M | Sell |
115,558
-488
| -0.4% | -$69.7K | 2.56% | 12 |
|
|
2022
Q3 | $16M | Buy |
116,046
+35,088
| +43% | +$5.51M | 3% | 11 |
|
|
2022
Q2 | $11.1M | Buy |
80,958
+7,109
| +10% | +$1.08M | 2.03% | 14 |
|
|
2022
Q1 | $12.9M | Buy |
73,849
+1,041
| +1% | +$175K | 2.31% | 12 |
|
|
2021
Q4 | $12.9M | Sell |
72,808
-1,276
| -2% | -$202K | 2.43% | 10 |
|
|
2021
Q3 | $10.5M | Buy |
74,084
+6,447
| +10% | +$949K | 2.17% | 12 |
|
|
2021
Q2 | $9.26M | Sell |
67,637
-714
| -1% | -$92.5K | 1.96% | 13 |
|
|
2021
Q1 | $8.35M | Sell |
68,351
-2,413
| -3% | -$310K | 1.98% | 11 |
|
|
2020
Q4 | $9.39M | Sell |
70,764
-10,470
| -13% | -$1.26M | 2.44% | 9 |
|
|
2020
Q3 | $9.41M | Sell |
81,234
-6,206
| -7% | -$677K | 2.63% | 7 |
|
|
2020
Q2 | $7.97M | Buy |
87,440
+6,408
| +8% | +$497K | 2.21% | 11 |
|
|
2020
Q1 | $5.15M | Buy |
81,032
+276
| +0.3% | +$20.3K | 1.71% | 12 |
|
|
2019
Q4 | $5.93M | Sell |
80,756
-4,468
| -5% | -$287K | 1.28% | 16 |
|
|
2019
Q3 | $4.77M | Sell |
85,224
-2,020
| -2% | -$106K | 1.07% | 21 |
|
|
2019
Q2 | $4.32M | Buy |
87,244
+688
| +0.8% | +$33.5K | 0.97% | 20 |
|
|
2019
Q1 | $4.11M | Buy |
86,556
+5,108
| +6% | +$217K | 0.96% | 19 |
|
|
2018
Q4 | $3.21M | Sell |
81,448
-812
| -1% | -$39.4K | 0.86% | 23 |
|
|
2018
Q3 | $4.64M | Sell |
82,260
-9,688
| -11% | -$505K | 1.14% | 18 |
|
|
2018
Q2 | $4.26M | Sell |
91,948
-1,220
| -1% | -$55.3K | 1% | 17 |
|
|
2018
Q1 | $3.91M | Buy |
93,168
+7,716
| +9% | +$332K | 0.99% | 19 |
|
|
2017
Q4 | $3.62M | Buy |
85,452
+3,448
| +4% | +$144K | 1.05% | 18 |
|
|
2017
Q3 | $3.16M | Buy |
82,004
+664
| +0.8% | +$25.8K | 1.02% | 21 |
|
|
2017
Q2 | $2.93M | Buy |
81,340
+3,472
| +4% | +$128K | 1.08% | 20 |
|
|
2017
Q1 | $2.8M | Sell |
77,868
-6,596
| -8% | -$217K | 1.11% | 19 |
|
|
2016
Q4 | $2.45M | Buy |
+84,464
| New | +$2.39M | 1.37% | 13 |
|
Other funds holding AAPL
VCM
VPM
Lee Financial's AAPL Position: Q1 2026 in Review
Lee Financial reduced its Apple (AAPL) stake by 2.4% in Q1 2026, selling an estimated $415K and leaving 65,159 shares worth $16.5M. The position accounts for 2.33% of the portfolio, ranked #9.
Lee Financial first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $29.3M in Q3 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Lee Financial held 65,159 shares of Apple worth $16.5M as of Q1 2026.
- Lee Financial sold 1,596 Apple shares in Q1 2026, an estimated $415K.
- Apple made up 2.33% of Lee Financial's portfolio in Q1 2026, its #9 holding.
- Lee Financial first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Apple position peaked at $29.3M in Q3 2025.
- 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.