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Limestone Investment Advisors’s Apple AAPL Stock Holding History

Limestone Investment Advisors’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 		$19.6M Sell
77,100
-20,400
-21% -$5.31M 1.57% 9
2025
Q4 		$26.5M Buy
97,500
+17,300
+22% +$4.64M 2.54% 3
2025
Q3 		$20.4M Sell
80,200
-47,400
-37% -$10.7M 1.62% 6
2025
Q2 		$26.2M Buy
+127,600
New +$25.8M 2.28% 5

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

Limestone Investment Advisors's AAPL Position: Q1 2026 in Review

Limestone Investment Advisors increased its Apple (AAPL) stake by 97% in Q1 2026, buying an estimated $3.69M and bringing the position to 28,761 shares worth $7.3M. The position accounts for 0.58% of the portfolio, ranked #31.

Limestone Investment Advisors first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Limestone Investment Advisors held 28,761 shares of Apple worth $7.3M as of Q1 2026.
  • Limestone Investment Advisors bought 14,165 Apple shares in Q1 2026, an estimated $3.69M.
  • Apple made up 0.58% of Limestone Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • Limestone Investment Advisors first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.