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Lehman Financial Resources’s Apple AAPL Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$1.55M Buy
27,536
+7,000
+34% +$365K 0.73% 28
2018
Q2 		$950K Sell
20,536
-900
-4% -$40.8K 0.48% 34
2018
Q1 		$899K Sell
21,436
-14,720
-41% -$634K 0.46% 36
2017
Q4 		$1.53M Buy
36,156
+4
+0% +$167 0.79% 26
2017
Q3 		$1.39M Sell
36,152
-800
-2% -$31K 0.71% 29
2017
Q2 		$1.33M Buy
36,952
+60
+0.2% +$2.22K 0.75% 26
2017
Q1 		$1.32M Sell
36,892
-1,176
-3% -$38.7K 0.73% 26
2016
Q4 		$1.1M Buy
38,068
+15,520
+69% +$440K 0.63% 29
2016
Q3 		$637K Buy
22,548
+404
+2% +$10.7K 0.37% 35
2016
Q2 		$529K Buy
22,144
+2,068
+10% +$51.4K 0.27% 39
2016
Q1 		$547K Hold
20,076
– – 0.29% 42
2015
Q4 		$528K Buy
20,076
+3,700
+23% +$106K 0.28% 36
2015
Q3 		$451K Buy
16,376
+32
+0.2% +$938 0.23% 43
2015
Q2 		$512K Buy
16,344
+1,768
+12% +$56.6K 0.25% 41
2015
Q1 		$453K Buy
14,576
+1,800
+14% +$54.4K 0.21% 47
2014
Q4 		$353K Sell
12,776
-680
-5% -$18.5K 0.17% 50
2014
Q3 		$339K Buy
13,456
+1,772
+15% +$43.5K 0.18% 47
2014
Q2 		$271K Sell
11,684
-2,680
-19% -$57K 0.13% 55
2014
Q1 		$275K Buy
14,364
+2,800
+24% +$53.3K 0.14% 50
2013
Q4 		$232K Sell
11,564
-137,004
-92% -$2.59M 0.14% 54
2013
Q3 		$2.53M Hold
148,568
– – 1.62% 21
2013
Q2 		$2.1M Buy
+148,568
New +$2.29M 1.42% 23

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lehman Financial Resources's AAPL Position: Q3 2018 in Review

Lehman Financial Resources increased its Apple (AAPL) stake by 34% in Q3 2018, buying an estimated $365K and bringing the position to 27,536 shares worth $1.55M. The position accounts for 0.73% of the portfolio, ranked #28.

Lehman Financial Resources first reported a position in AAPL in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.53M in Q3 2013. 2,831 funds tracked by Wall St. Rank hold AAPL as of Q3 2018.

  • Lehman Financial Resources held 27,536 shares of Apple worth $1.55M as of Q3 2018.
  • Lehman Financial Resources bought 7,000 Apple shares in Q3 2018, an estimated $365K.
  • Apple made up 0.73% of Lehman Financial Resources's portfolio in Q3 2018, its #28 holding.
  • Lehman Financial Resources first reported a position in Apple in Q2 2013 and has held it in 22 quarters since.
  • Lehman Financial Resources's Apple position peaked at $2.53M in Q3 2013.
  • 2,831 funds tracked by Wall St. Rank held Apple as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.