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Lee Johnson Capital Management’s Apple AAPL Stock Holding History

Lee Johnson 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 		$1.98M Buy
7,804
+175
+2% +$45.5K 0.71% 28
2025
Q4 		$2.07M Sell
7,629
-259
-3% -$69.5K 0.71% 35
2025
Q3 		$2.01M Buy
7,888
+77
+1% +$17.4K 0.67% 39
2025
Q2 		$1.6M Sell
7,811
-21,139
-73% -$4.27M 0.55% 33
2025
Q1 		$6.43M Buy
28,950
+2,002
+7% +$464K 3.4% 4
2024
Q4 		$6.75M Buy
26,948
+613
+2% +$144K 3.56% 4
2024
Q3 		$6.14M Buy
26,335
+17,835
+210% +$3.98M 3.16% 4
2024
Q2 		$1.79M Sell
8,500
-222
-3% -$41.4K 0.91% 7
2024
Q1 		$1.5M Sell
8,722
-46,456
-84% -$8.45M 0.78% 12
2023
Q4 		$10.6M Sell
55,178
-2,576
-4% -$476K 16.08% 3
2023
Q3 		$9.89M Sell
57,754
-561
-1% -$103K 9.35% 4
2023
Q2 		$11.3M Sell
58,315
-2,056
-3% -$358K 10.72% 3
2023
Q1 		$9.96M Buy
60,371
+5,198
+9% +$767K 10.29% 3
2022
Q4 		$7.17M Sell
55,173
-2,993
-5% -$428K 13.36% 2
2022
Q3 		$8.04M Buy
58,166
+5,798
+11% +$910K 16.61% 1
2022
Q2 		$7.16M Buy
52,368
+1,211
+2% +$183K 8.52% 4
2022
Q1 		$8.93M Buy
51,157
+6,043
+13% +$1.02M 7.97% 2
2021
Q4 		$8.01M Buy
+45,114
New +$7.13M 6.57% 1

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

Lee Johnson Capital Management's AAPL Position: Q1 2026 in Review

Lee Johnson Capital Management increased its Apple (AAPL) stake by 2.3% in Q1 2026, buying an estimated $45.5K and bringing the position to 7,804 shares worth $1.98M. The position accounts for 0.71% of the portfolio, ranked #28.

Lee Johnson Capital Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.3M in Q2 2023. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Lee Johnson Capital Management held 7,804 shares of Apple worth $1.98M as of Q1 2026.
  • Lee Johnson Capital Management bought 175 Apple shares in Q1 2026, an estimated $45.5K.
  • Apple made up 0.71% of Lee Johnson Capital Management's portfolio in Q1 2026, its #28 holding.
  • Lee Johnson Capital Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Lee Johnson Capital Management's Apple position peaked at $11.3M in Q2 2023.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.