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LGT Group Foundation’s Apple AAPL Stock Holding History

LGT Group Foundation’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 		$428M Sell
1,685,696
-78,598
-4% -$20.5M 5.22% 3
2025
Q4 		$482M Sell
1,764,294
-901
-0.1% -$242K 5.25% 4
2025
Q3 		$451M Buy
1,765,195
+4,508
+0.3% +$1.02M 5.17% 3
2025
Q2 		$361M Sell
1,760,687
-249,050
-12% -$50.3M 4.53% 5
2025
Q1 		$446M Buy
2,009,737
+197,273
+11% +$45.7M 6.15% 2
2024
Q4 		$454M Sell
1,812,464
-23,035
-1% -$5.43M 7.03% 2
2024
Q3 		$416M Sell
1,835,499
-29,676
-2% -$6.63M 6.82% 2
2024
Q2 		$393M Buy
1,865,175
+652,931
+54% +$122M 6.2% 2
2024
Q1 		$208M Sell
1,212,244
-268,023
-18% -$48.7M 4.91% 2
2023
Q4 		$287M Sell
1,480,267
-19,149
-1% -$3.54M 6.33% 2
2023
Q3 		$261M Buy
1,499,416
+1,510
+0.1% +$277K 6.44% 2
2023
Q2 		$291M Buy
1,497,906
+26,287
+2% +$4.58M 7.04% 2
2023
Q1 		$243M Buy
1,471,619
+11,127
+0.8% +$1.64M 6.97% 2
2022
Q4 		$190M Buy
1,460,492
+168,908
+13% +$24.1M 5.93% 2
2022
Q3 		$178M Sell
1,291,584
-371,353
-22% -$58.3M 6.95% 2
2022
Q2 		$227M Sell
1,662,937
-364,316
-18% -$55.2M 6.93% 2
2022
Q1 		$353M Buy
2,027,253
+252,088
+14% +$42.4M 8.25% 1
2021
Q4 		$315M Buy
+1,775,165
New +$281M 8.12% 2

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

LGT Group Foundation's AAPL Position: Q1 2026 in Review

LGT Group Foundation reduced its Apple (AAPL) stake by 4.5% in Q1 2026, selling an estimated $20.5M and leaving 1,685,696 shares worth $428M. The position accounts for 5.22% of the portfolio, ranked #3.

LGT Group Foundation first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $482M in Q4 2025. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • LGT Group Foundation held 1,685,696 shares of Apple worth $428M as of Q1 2026.
  • LGT Group Foundation sold 78,598 Apple shares in Q1 2026, an estimated $20.5M.
  • Apple made up 5.22% of LGT Group Foundation's portfolio in Q1 2026, its #3 holding.
  • LGT Group Foundation first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • LGT Group Foundation's Apple position peaked at $482M in Q4 2025.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.