LGL Partners’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 | $272K | Buy |
1,073
+1
| +0.1% | +$260 | 0.11% | 52 |
|
|
2025
Q4 | $292K | Buy |
1,072
+95
| +10% | +$25.5K | 0.12% | 44 |
|
|
2025
Q3 | $249K | Hold |
977
| – | – | 0.11% | 49 |
|
|
2025
Q2 | $215K | Sell |
977
-130
| -12% | -$26.3K | 0.1% | 51 |
|
|
2025
Q1 | $246K | Sell |
1,107
-20,411
| -95% | -$4.73M | 0.12% | 47 |
|
|
2024
Q4 | $5.39M | Buy |
21,518
+344
| +2% | +$81.1K | 0.78% | 15 |
|
|
2024
Q3 | $4.93M | Sell |
21,174
-1,381
| -6% | -$308K | 0.69% | 15 |
|
|
2024
Q2 | $4.75M | Sell |
22,555
-173
| -0.8% | -$32.3K | 0.69% | 16 |
|
|
2024
Q1 | $3.9M | Sell |
22,728
-569
| -2% | -$103K | 0.65% | 18 |
|
|
2023
Q4 | $4.49M | Buy |
23,297
+878
| +4% | +$162K | 0.61% | 19 |
|
|
2023
Q3 | $3.84M | Sell |
22,419
-489
| -2% | -$89.7K | 0.67% | 20 |
|
|
2023
Q2 | $4.44M | Sell |
22,908
-498
| -2% | -$86.8K | 0.76% | 18 |
|
|
2023
Q1 | $3.86M | Sell |
23,406
-6,432
| -22% | -$949K | 0.66% | 21 |
|
|
2022
Q4 | $3.88M | Sell |
29,838
-4,438
| -13% | -$634K | 0.7% | 20 |
|
|
2022
Q3 | $4.74M | Buy |
34,276
+4,252
| +14% | +$667K | 0.99% | 15 |
|
|
2022
Q2 | $4.11M | Sell |
30,024
-65
| -0.2% | -$9.84K | 0.66% | 19 |
|
|
2022
Q1 | $5.25M | Sell |
30,089
-7,542
| -20% | -$1.27M | 0.7% | 21 |
|
|
2021
Q4 | $6.68M | Buy |
37,631
+5,297
| +16% | +$837K | 0.79% | 20 |
|
|
2021
Q3 | $4.58M | Buy |
32,334
+1,074
| +3% | +$158K | 2.78% | 5 |
|
|
2021
Q2 | $4.28M | Sell |
31,260
-2,588
| -8% | -$335K | 2.56% | 6 |
|
|
2021
Q1 | $4.13M | Sell |
33,848
-2,159
| -6% | -$277K | 2.37% | 8 |
|
|
2020
Q4 | $4.78M | Sell |
36,007
-17,100
| -32% | -$2.06M | 2.76% | 7 |
|
|
2020
Q3 | $6.15M | Buy |
53,107
+2,819
| +6% | +$308K | 3.72% | 5 |
|
|
2020
Q2 | $4.59M | Sell |
50,288
-9,904
| -16% | -$767K | 2.85% | 8 |
|
|
2020
Q1 | $3.83M | Buy |
60,192
+10,636
| +21% | +$782K | 2.52% | 12 |
|
|
2019
Q4 | $3.64M | Sell |
49,556
-1,368
| -3% | -$88K | 1.19% | 15 |
|
|
2019
Q3 | $2.85M | Sell |
50,924
-25,708
| -34% | -$1.34M | 1.19% | 18 |
|
|
2019
Q2 | $3.79M | Sell |
76,632
-20,924
| -21% | -$1.02M | 1.5% | 17 |
|
|
2019
Q1 | $4.63M | Buy |
+97,556
| New | +$4.14M | 1.76% | 15 |
|
|
2017
Q3 | – | Sell |
-11,244
| Closed | -$405K | – | 54 |
|
|
2017
Q2 | $405K | Buy |
+11,244
| New | +$416K | 0.22% | 56 |
|
|
2017
Q1 | – | Sell |
-11,964
| Closed | -$346K | – | 93 |
|
|
2016
Q4 | $346K | Sell |
11,964
-1,388
| -10% | -$39.4K | 0.19% | 66 |
|
|
2016
Q3 | $376K | Buy |
13,352
+8
| +0.1% | +$212 | 0.2% | 60 |
|
|
2016
Q2 | $320K | Buy |
13,344
+8
| +0.1% | +$199 | 0.17% | 71 |
|
|
2016
Q1 | $363K | Buy |
13,336
+8
| +0.1% | +$199 | 0.19% | 65 |
|
|
2015
Q4 | $351K | Buy |
+13,328
| New | +$381K | 0.19% | 63 |
|
Other funds holding AAPL
VCM
VPM
LGL Partners's AAPL Position: Q1 2026 in Review
LGL Partners increased its Apple (AAPL) stake by 0.09% in Q1 2026, buying an estimated $260 and bringing the position to 1,073 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #52.
LGL Partners first reported a position in AAPL in Q4 2015 and has held it in 35 quarters since. The position peaked at $6.68M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- LGL Partners held 1,073 shares of Apple worth $272K as of Q1 2026.
- LGL Partners bought 1 Apple share in Q1 2026, an estimated $260.
- Apple made up 0.11% of LGL Partners's portfolio in Q1 2026, its #52 holding.
- LGL Partners first reported a position in Apple in Q4 2015 and has held it in 35 quarters since.
- LGL Partners's Apple position peaked at $6.68M in Q4 2021.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on LGL Partners's 13F filing for Q1 2026, filed 14 May 2026.