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Lindbrook Capital’s Apple AAPL Stock Holding History

Lindbrook Capital’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
2025
Q1 		$54M Sell
242,906
-5,396
-2% -$1.25M 4.97% 3
2024
Q4 		$62.2M Sell
248,302
-16,020
-6% -$3.78M 5.61% 3
2024
Q3 		$61.6M Buy
264,322
+3,604
+1% +$805K 5.45% 3
2024
Q2 		$54.9M Sell
260,718
-17,103
-6% -$3.19M 5.16% 4
2024
Q1 		$47.6M Sell
277,821
-9,174
-3% -$1.67M 4.46% 4
2023
Q4 		$55.3M Sell
286,995
-2,277
-0.8% -$420K 5.52% 4
2023
Q3 		$49.5M Sell
289,272
-2,652
-0.9% -$486K 5.54% 4
2023
Q2 		$56.6M Buy
291,924
+8,416
+3% +$1.47M 6.03% 4
2023
Q1 		$46.8M Buy
283,508
+3,904
+1% +$576K 5.48% 4
2022
Q4 		$36.3M Buy
279,604
+44,554
+19% +$6.37M 4.47% 4
2022
Q3 		$32.5M Buy
235,050
+4,432
+2% +$696K 5.48% 4
2022
Q2 		$31.5M Buy
230,618
+22,338
+11% +$3.38M 5.21% 4
2022
Q1 		$36.4M Buy
208,280
+16,183
+8% +$2.72M 5.61% 4
2021
Q4 		$34.1M Buy
192,097
+64,426
+50% +$10.2M 5.19% 4
2021
Q3 		$18.1M Sell
127,671
-30,407
-19% -$4.48M 4.73% 4
2021
Q2 		$21.6M Sell
158,078
-7,405
-4% -$959K 4.84% 4
2021
Q1 		$20.2M Buy
165,483
+17,488
+12% +$2.24M 4.55% 4
2020
Q4 		$19.6M Sell
147,995
-13,743
-8% -$1.65M 4.8% 4
2020
Q3 		$18.7M Sell
161,738
-2,978
-2% -$325K 5.16% 4
2020
Q2 		$15M Buy
164,716
+14,504
+10% +$1.12M 4.46% 4
2020
Q1 		$9.55M Buy
150,212
+14,288
+11% +$1.05M 3.61% 4
2019
Q4 		$9.98M Sell
135,924
-760
-0.6% -$48.9K 3.47% 5
2019
Q3 		$7.65M Buy
136,684
+872
+0.6% +$45.6K 2.89% 5
2019
Q2 		$6.72M Buy
135,812
+1,928
+1% +$93.9K 2.59% 6
2019
Q1 		$6.36M Buy
133,884
+6,608
+5% +$280K 2.53% 6
2018
Q4 		$5.02M Buy
+127,276
New +$6.17M 2.47% 5

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's AAPL Position: Q1 2025 in Review

Lindbrook Capital reduced its Apple (AAPL) stake by 2.2% in Q1 2025, selling an estimated $1.25M and leaving 242,906 shares worth $54M. The position accounts for 4.97% of the portfolio, ranked #3.

Lindbrook Capital first reported a position in AAPL in Q4 2018 and has held it in 26 quarters since. The position peaked at $62.2M in Q4 2024. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Lindbrook Capital held 242,906 shares of Apple worth $54M as of Q1 2025.
  • Lindbrook Capital sold 5,396 Apple shares in Q1 2025, an estimated $1.25M.
  • Apple made up 4.97% of Lindbrook Capital's portfolio in Q1 2025, its #3 holding.
  • Lindbrook Capital first reported a position in Apple in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Apple position peaked at $62.2M in Q4 2024.
  • 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.