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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
Q3 		$6.08M Buy
18,265
+12,068
+195% +$3.88M 1.97% 11
2026
Q2 		$1.79M Sell
6,197
-1,607
-21% -$460K 0.56% 36
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 		$9.9M 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 		$10M 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lee Johnson Capital Management's AAPL Position: Q3 2026 in Review

Lee Johnson Capital Management increased its Apple (AAPL) stake by 195% in Q3 2026, buying an estimated $3.88M and bringing the position to 18,265 shares worth $6.08M. The position accounts for 1.97% of the portfolio, ranked #11.

Lee Johnson Capital Management first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.3M in Q2 2023. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Lee Johnson Capital Management held 18,265 shares of Apple worth $6.08M as of Q3 2026.
  • Lee Johnson Capital Management bought 12,068 Apple shares in Q3 2026, an estimated $3.88M.
  • Apple made up 1.97% of Lee Johnson Capital Management's portfolio in Q3 2026, its #11 holding.
  • Lee Johnson Capital Management first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • Lee Johnson Capital Management's Apple position peaked at $11.3M in Q2 2023.
  • 4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Lee Johnson Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.