LGL Partners’s Apple AAPL Stock Holding History

LGL Partners’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
2023 Q4	–	Sell	-15,000	Closed	-$2.57K	–	105
2023 Q3	$2.57K	Buy	+15,000	New	+$2.75M	﹤0.01%	96

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 6,072 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.
6,072 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.